5T Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.47M Buy
86,226
+7,159
+9% +$454K 2.6% 8
2025
Q1
$4.66M Sell
79,067
-12,638
-14% -$745K 2.5% 8
2024
Q4
$4.81M Buy
+91,705
New +$4.81M 2.63% 7