Alera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $989K | Sell |
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|
2023
Q3 | $965K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $817K | Sell |
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|
2021
Q2 | $860K | Sell |
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|
2021
Q1 | $875K | Sell |
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|
2020
Q4 | $848K | Sell |
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|
2020
Q3 | $748K | Sell |
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|
2020
Q2 | $755K | Buy |
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|
2020
Q1 | $940K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $66K | Sell |
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|
2018
Q4 | $75K | Buy |
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