Abound Wealth Management’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 | $25K | Sell |
394
-917
| -70% | -$58.1K | 0.01% | 292 |
|
|
2025
Q1 | $77.2K | Buy |
1,311
+897
| +217% | +$52.9K | 0.03% | 138 |
|
|
2024
Q4 | $21.7K | Buy |
414
+90
| +28% | +$4.72K | 0.01% | 269 |
|
|
2024
Q3 | $18.6K | Hold |
324
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $17.2K | Hold |
324
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $17.6K | Sell |
324
-8
| -2% | -$435 | 0.01% | 275 |
|
|
2023
Q4 | $17.3K | Hold |
332
| – | – | 0.01% | 287 |
|
|
2023
Q3 | $16.2K | Hold |
332
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $16.2K | Hold |
332
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $16.1K | Sell |
332
-331
| -50% | -$16.1K | 0.01% | 231 |
|
|
2022
Q4 | $30.4K | Buy |
663
+18
| +3% | +$825 | 0.01% | 153 |
|
|
2022
Q3 | $24.9K | Buy |
645
+285
| +79% | +$11K | 0.01% | 170 |
|
|
2022
Q2 | $15.6K | Hold |
360
| – | – | 0.01% | 85 |
|
|
2022
Q1 | $18.1K | Sell |
360
-881
| -71% | -$44.3K | 0.01% | 83 |
|
|
2021
Q4 | $62.5K | Buy |
+1,241
| New | +$62.5K | 0.05% | 61 |
|