WWA
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Wingate Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wingate Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.06M Buy
32,398
+2
+0% +$127 1.83% 15
2025
Q1 		$1.91M Sell
32,396
-3,275
-9% -$193K 2.2% 10
2024
Q4 		$1.87M Buy
+35,671
New +$1.87M 1.84% 13