WDL
Well Done LLC’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 | $395K | Buy |
6,225
+1,440
| +30% | +$91.4K | 0.07% | 115 |
|
|
2025
Q1 | $251K | Sell |
4,785
-10
| -0.2% | -$525 | 0.05% | 151 |
|
|
2024
Q4 | $276K | Hold |
4,795
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $276K | Sell |
4,795
-157
| -3% | -$9.03K | 0.05% | 146 |
|
|
2024
Q2 | $263K | Sell |
4,952
-4,920
| -50% | -$261K | 0.05% | 153 |
|
|
2024
Q1 | $537K | Sell |
9,872
-1,269
| -11% | -$69K | 0.11% | 113 |
|
|
2023
Q4 | $580K | Buy |
11,141
+3,270
| +42% | +$170K | 0.11% | 100 |
|
|
2023
Q3 | $385K | Sell |
7,871
-25
| -0.3% | -$1.22K | 0.09% | 114 |
|
|
2023
Q2 | $386K | Buy |
+7,896
| New | +$386K | 0.08% | 113 |
|
|
2020
Q2 | – | Sell |
-18,810
| Closed | -$671K | – | 149 |
|
|
2020
Q1 | $671K | Sell |
18,810
-4,341
| -19% | -$155K | 0.2% | 64 |
|
|
2019
Q4 | $1.16M | Buy |
23,151
+2,094
| +10% | +$105K | 0.27% | 58 |
|
|
2019
Q3 | $997K | Sell |
21,057
-1,416
| -6% | -$67K | 0.25% | 58 |
|
|
2019
Q2 | $1.08M | Sell |
22,473
-50,601
| -69% | -$2.43M | 0.25% | 57 |
|
|
2019
Q1 | $3.57M | Sell |
73,074
-856
| -1% | -$41.8K | 0.88% | 28 |
|
|
2018
Q4 | $3.34M | Buy |
+73,930
| New | +$3.34M | 0.94% | 24 |
|