WOSD
WFA of San Diego’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 | $8.7K | Buy |
+137
| New | +$8.7K | 0.01% | 332 |
|
|
2024
Q3 | $18.8K | Hold |
326
| – | – | 0.02% | 246 |
|
|
2024
Q2 | $17.3K | Buy |
+326
| New | +$17.3K | 0.02% | 255 |
|
|
2023
Q3 | $9.25K | Hold |
189
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $9.25K | Buy |
+189
| New | +$9.25K | 0.01% | 286 |
|
|
2023
Q1 | – | Sell |
-189
| Closed | -$8.67K | – | 162 |
|
|
2022
Q4 | $8.67K | Buy |
+189
| New | +$8.67K | 0.01% | 370 |
|
|
2022
Q3 | – | Sell |
-189
| Closed | -$8K | – | 169 |
|
|
2022
Q2 | $8K | Buy |
+189
| New | +$8K | 0.01% | 288 |
|