1834 Investment Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $761K | Hold |
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|
2023
Q4 | $729K | Hold |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $684K | Hold |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $564K | Hold |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $654K | Hold |
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|
2021
Q3 | $660K | Hold |
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|
2021
Q2 | $672K | Hold |
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|
2021
Q1 | $662K | Sell |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $978K | Hold |
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|
2020
Q2 | $969K | Sell |
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|
2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $4.39M | Sell |
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|
2019
Q3 | $6.11M | Sell |
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|
2019
Q2 | $6.46M | Sell |
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|
2019
Q1 | $7.04M | Sell |
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|
2018
Q4 | $7.1M | Sell |
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|
2018
Q3 | $8.76M | Buy |
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|
2018
Q2 | $7.59M | Buy |
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|
2018
Q1 | $7.68M | Buy |
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|
2017
Q4 | $7M | Buy |
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|
2017
Q3 | $6.31M | Buy |
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|
2017
Q2 | $5.44M | Buy |
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|
2017
Q1 | $4.05M | Buy |
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|
2016
Q4 | $2.35M | Buy |
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|
2016
Q3 | $2.07M | Buy |
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|
2016
Q2 | $1.68M | Buy |
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|
2016
Q1 | $1.56M | Buy |
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|
2015
Q4 | $997K | Sell |
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|
2015
Q3 | $1.18M | Buy |
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|
2015
Q2 | $1.32M | Buy |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | $1.31M | Sell |
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|
2014
Q2 | $1.48M | Buy |
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|
2014
Q1 | $1.06M | Buy |
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|
2013
Q4 | $911K | Buy |
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|
2013
Q3 | $606K | Buy |
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|
2013
Q2 | $369K | Buy |
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