Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,154
| Closed | -$56K | – | 908 |
|
|
2019
Q1 | $56K | Hold |
1,154
| – | – | ﹤0.01% | 854 |
|
|
2018
Q4 | $52K | Hold |
1,154
| – | – | ﹤0.01% | 839 |
|
|
2018
Q3 | $60K | Hold |
1,154
| – | – | ﹤0.01% | 900 |
|
|
2018
Q2 | $59K | Hold |
1,154
| – | – | 0.01% | 907 |
|
|
2018
Q1 | $63K | Hold |
1,154
| – | – | 0.01% | 891 |
|
|
2017
Q4 | $64K | Buy |
+1,154
| New | +$64K | 0.01% | 903 |
|