SAX WEALTH ADVISORS, LLC – iShares MSCI EAFE Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.95M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-11.22%
quarter
iShares MSCI EAFE Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.20% | -2.21K shares | -343K | $38.53 | 50.63K |
| Q2 2022 | share | Increase | +2.73% | 1.40K shares | -292K | $43.4 | 52.84K |
| Q1 2022 | share | Decrease | -20.90% | -13.76K shares | -700K | $50.26 | 52.12K |
| Q4 2021 | share | Increase | +0.11% | 74 shares | -27K | $50.36 | 65.89K |
| Q3 2021 | share | Decrease | -0.33% | -217 shares | -71K | $50.85 | 65.81K |
| Q2 2021 | share | Increase | +0.84% | 548 shares | 80K | $51.76 | 66.03K |
| Q1 2021 | share | Increase | +2.18% | 1.4K shares | 313K | $50.15 | 65.48K |
| Q4 2020 | share | Increase | 0.00% | 64.08K shares | 3.02M | $46.44 | 64.08K |