AFGAS
Allegiance Financial Group Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Buy |
7,864
+4,260
| +118% | +$270K | 0.13% | 61 |
|
|
2025
Q1 | $212K | Sell |
3,604
-835
| -19% | -$49.2K | 0.06% | 125 |
|
|
2024
Q4 | $233K | Hold |
4,439
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $255K | Hold |
4,439
| – | – | 0.09% | 63 |
|
|
2024
Q2 | $235K | Hold |
4,439
| – | – | 0.09% | 61 |
|
|
2024
Q1 | $241K | Hold |
4,439
| – | – | 0.1% | 61 |
|
|
2023
Q4 | $231K | Hold |
4,439
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $217K | Hold |
4,439
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $217K | Hold |
4,439
| – | – | 0.13% | 58 |
|
|
2023
Q1 | $215K | Hold |
4,439
| – | – | 0.16% | 60 |
|
|
2022
Q4 | $204K | Buy |
+4,439
| New | +$204K | 0.2% | 63 |
|