WEALTHSPIRE ADVISORS, LLC – iShares MSCI EAFE Small-Cap ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.28M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-10.64%
quarter
iShares MSCI EAFE Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.73% | 697 shares | -114K | $48.78 | 26.25K |
| Q2 2022 | share | Increase | 0.00% | 25.56K shares | 1.39M | $54.59 | 25.56K |
| Q4 2021 | share | Decrease | -100.00% | -24.2K shares | -1.80M | $73.13 | 0 |
| Q3 2021 | share | Increase | 0.00% | 24.2K shares | 1.80M | $74.41 | 24.2K |
| Q1 2021 | share | Decrease | -100.00% | -4.07K shares | -278K | $71.18 | 0 |
| Q4 2020 | share | Increase | 0.00% | 4.07K shares | 278K | $67.72 | 4.07K |