Addison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Hold |
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|
2025
Q1 | $27.8K | Hold |
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|
2024
Q4 | $24.8K | Hold |
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|
2024
Q3 | $27.2K | Hold |
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|
2024
Q2 | $25K | Hold |
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|
2024
Q1 | $25.7K | Hold |
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|
2023
Q4 | $24.6K | Buy |
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|
2023
Q3 | $23.1K | Sell |
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|
2023
Q2 | $46.6K | Hold |
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|
2023
Q1 | $46.2K | Buy |
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|
2022
Q4 | $21.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Buy |
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