AE Wealth Management’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 | $68.1M | Buy |
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|
2025
Q1 | $62.3M | Sell |
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|
2024
Q4 | $55.8M | Buy |
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|
2024
Q3 | $58M | Buy |
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|
2024
Q2 | $43.2M | Buy |
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|
2024
Q1 | $41.5M | Sell |
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|
2023
Q4 | $82.4M | Buy |
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|
2023
Q3 | $73.3M | Buy |
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|
2023
Q2 | $70.6M | Sell |
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|
2023
Q1 | $74.4M | Sell |
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|
2022
Q4 | $76.2M | Sell |
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|
2022
Q3 | $66.1M | Buy |
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|
2022
Q2 | $70.4M | Sell |
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|
2022
Q1 | $90.3M | Sell |
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|
2021
Q4 | $91.6M | Sell |
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|
2021
Q3 | $92.5M | Sell |
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|
2021
Q2 | $96.6M | Sell |
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|
2021
Q1 | $97.2M | Buy |
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|
2020
Q4 | $62.9M | Buy |
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|
2020
Q3 | $50.8M | Buy |
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|
2020
Q2 | $49.8M | Buy |
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|
2020
Q1 | $39.6M | Sell |
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|
2019
Q4 | $56M | Buy |
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|
2019
Q3 | $46.3M | Buy |
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|
2019
Q2 | $44.2M | Buy |
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|
2019
Q1 | $19.5M | Buy |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $26.5M | Buy |
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|
2018
Q2 | $22.4M | Buy |
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|
2018
Q1 | $18.7M | Buy |
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|
2017
Q4 | $13.6M | Buy |
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|
2017
Q3 | $11.2M | Buy |
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|
2017
Q2 | $7.26M | Buy |
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|
2017
Q1 | $4.85M | Buy |
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|
2016
Q4 | $2.67M | Buy |
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