Advisornet Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Advisornet Financial’s Portfolio EFV Stock Details EFV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$432K	Buy	6,809 +1,204	+21%	+$76.4K	0.03%	399
2025 Q1	$330K	Buy	5,605 +929	+20%	+$54.8K	0.02%	431
2024 Q4	$245K	Sell	4,676 -71,100	-94%	-$3.73M	0.02%	462
2024 Q3	$4.36M	Buy	75,776 +41,636	+122%	+$2.4M	0.33%	73
2024 Q2	$1.81M	Sell	34,140 -44,223	-56%	-$2.35M	0.16%	140
2024 Q1	$4.26M	Sell	78,363 -4,833	-6%	-$263K	0.41%	51
2023 Q4	$4.33M	Buy	83,196 +2,321	+3%	+$121K	0.4%	54
2023 Q3	$3.96M	Buy	80,875 +5,194	+7%	+$254K	0.36%	67
2023 Q2	$3.7M	Sell	75,681 -4,259	-5%	-$208K	0.32%	82
2023 Q1	$3.88M	Sell	79,940 -12,856	-14%	-$624K	0.35%	74
2022 Q4	$4.26M	Sell	92,796 -2,923	-3%	-$134K	0.42%	56
2022 Q3	$3.69M	Sell	95,719 -21,345	-18%	-$822K	0.37%	66
2022 Q2	$5.08M	Sell	117,064 -29,076	-20%	-$1.26M	0.5%	46
2022 Q1	$7.35M	Buy	146,140 +1,082	+0.7%	+$54.4K	0.46%	45
2021 Q4	$7.31M	Buy	145,058 +6,584	+5%	+$332K	0.45%	49
2021 Q3	$7.04M	Buy	138,474 +17,866	+15%	+$908K	0.49%	44
2021 Q2	$6.24M	Buy	120,608 +17,325	+17%	+$897K	0.41%	54
2021 Q1	$5.26M	Sell	103,283 -1,519	-1%	-$77.4K	0.37%	63
2020 Q4	$4.95M	Buy	104,802 +1,385	+1%	+$65.4K	0.4%	50
2020 Q3	$4.17M	Buy	103,417 +60,829	+143%	+$2.45M	0.36%	56
2020 Q2	$1.7M	Sell	42,588 -5,436	-11%	-$217K	0.14%	155
2020 Q1	$1.71M	Buy	48,024 +6,170	+15%	+$220K	0.16%	129
2019 Q4	$2.09M	Buy	41,854 +617	+1%	+$30.8K	0.18%	120
2019 Q3	$1.95M	Buy	41,237 +31,718	+333%	+$1.5M	0.18%	116
2019 Q2	$458K	Buy	9,519 +1,827	+24%	+$87.9K	0.05%	309
2019 Q1	$376K	Sell	7,692 -42,422	-85%	-$2.07M	0.05%	325
2018 Q4	$2.27M	Buy	50,114 +12,808	+34%	+$579K	0.31%	73
2018 Q3	$1.94M	Sell	37,306 -20,835	-36%	-$1.08M	0.24%	92
2018 Q2	$2.99M	Buy	58,141 +3,001	+5%	+$154K	0.4%	43
2018 Q1	$3.01M	Buy	55,140 +8,366	+18%	+$456K	0.42%	46
2017 Q4	$2.58M	Buy	+46,774	New	+$2.58M	0.39%	54