WANY
Wealthspire Advisors (New York)’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
58,814
+2,378
| +4% | +$151K | 0.02% | 187 |
|
|
2025
Q1 | $3.33M | Buy |
56,436
+29,272
| +108% | +$1.73M | 0.02% | 197 |
|
|
2024
Q4 | $1.43M | Buy |
27,164
+71
| +0.3% | +$3.73K | 0.01% | 301 |
|
|
2024
Q3 | $1.56M | Buy |
27,093
+3,391
| +14% | +$195K | 0.02% | 293 |
|
|
2024
Q2 | $1.26M | Sell |
23,702
-1,986
| -8% | -$105K | 0.02% | 275 |
|
|
2024
Q1 | $1.4M | Sell |
25,688
-843
| -3% | -$45.9K | 0.02% | 256 |
|
|
2023
Q4 | $1.38M | Sell |
26,531
-1,116
| -4% | -$58.1K | 0.02% | 255 |
|
|
2023
Q3 | $1.35M | Sell |
27,647
-1,066
| -4% | -$52.2K | 0.02% | 227 |
|
|
2023
Q2 | $1.41M | Sell |
28,713
-2,244
| -7% | -$110K | 0.02% | 200 |
|
|
2023
Q1 | $1.5M | Sell |
30,957
-3,909
| -11% | -$190K | 0.03% | 186 |
|
|
2022
Q4 | $1.6M | Sell |
34,866
-14,213
| -29% | -$652K | 0.03% | 185 |
|
|
2022
Q3 | $1.89M | Buy |
+49,079
| New | +$1.89M | 0.04% | 149 |
|
|
2022
Q2 | – | Sell |
-9,865
| Closed | -$496K | – | 501 |
|
|
2022
Q1 | $496K | Buy |
+9,865
| New | +$496K | 0.01% | 275 |
|