Wealthquest’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,651
| Closed | -$339K | – | 149 |
|
|
2021
Q1 | $339K | Sell |
6,651
-1,739
| -21% | -$88.6K | 0.06% | 100 |
|
|
2020
Q4 | $396K | Buy |
8,390
+437
| +5% | +$20.6K | 0.08% | 86 |
|
|
2020
Q3 | $320K | Buy |
7,953
+2,840
| +56% | +$114K | 0.08% | 80 |
|
|
2020
Q2 | $204K | Buy |
+5,113
| New | +$204K | 0.05% | 104 |
|