AFA
American Financial Advisors’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 | $867K | Buy |
13,656
+111
| +0.8% | +$7.05K | 0.12% | 68 |
|
|
2025
Q1 | $798K | Hold |
13,545
| – | – | 0.12% | 63 |
|
|
2024
Q4 | $711K | Buy |
13,545
+41
| +0.3% | +$2.15K | 0.1% | 65 |
|
|
2024
Q3 | $777K | Sell |
13,504
-556
| -4% | -$32K | 0.11% | 65 |
|
|
2024
Q2 | $746K | Sell |
14,060
-633
| -4% | -$33.6K | 0.11% | 67 |
|
|
2024
Q1 | $799K | Sell |
14,693
-31
| -0.2% | -$1.69K | 0.11% | 65 |
|
|
2023
Q4 | $767K | Sell |
14,724
-167
| -1% | -$8.7K | 0.11% | 66 |
|
|
2023
Q3 | $729K | Sell |
14,891
-2,096
| -12% | -$103K | 0.11% | 68 |
|
|
2023
Q2 | $831K | Buy |
16,987
+269
| +2% | +$13.2K | 0.13% | 62 |
|
|
2023
Q1 | $811K | Hold |
16,718
| – | – | 0.13% | 62 |
|
|
2022
Q4 | $767K | Buy |
16,718
+25
| +0.1% | +$1.15K | 0.13% | 60 |
|
|
2022
Q3 | $643K | Sell |
16,693
-3,263
| -16% | -$126K | 0.11% | 67 |
|
|
2022
Q2 | $866K | Sell |
19,956
-2,360
| -11% | -$102K | 0.23% | 37 |
|
|
2022
Q1 | $1.12M | Sell |
22,316
-762
| -3% | -$38.3K | 0.16% | 56 |
|
|
2021
Q4 | $1.16M | Sell |
23,078
-4,039
| -15% | -$204K | 0.15% | 58 |
|
|
2021
Q3 | $1.38M | Sell |
27,117
-3,944
| -13% | -$201K | 0.18% | 50 |
|
|
2021
Q2 | $1.61M | Sell |
31,061
-9,238
| -23% | -$478K | 0.22% | 49 |
|
|
2021
Q1 | $2.05M | Sell |
40,299
-10,265
| -20% | -$523K | 0.31% | 43 |
|
|
2020
Q4 | $2.39M | Sell |
50,564
-5,450
| -10% | -$257K | 0.34% | 39 |
|
|
2020
Q3 | $2.26M | Sell |
56,014
-3,062
| -5% | -$124K | 0.37% | 39 |
|
|
2020
Q2 | $2.43M | Sell |
59,076
-2,714
| -4% | -$112K | 0.39% | 39 |
|
|
2020
Q1 | $2.27M | Sell |
61,790
-99,317
| -62% | -$3.65M | 0.41% | 39 |
|
|
2019
Q4 | $7.61M | Sell |
161,107
-155,912
| -49% | -$7.37M | 1.34% | 29 |
|
|
2019
Q3 | $15M | Buy |
317,019
+125
| +0% | +$5.92K | 2.84% | 15 |
|
|
2019
Q2 | $15.2M | Buy |
316,894
+8,400
| +3% | +$404K | 2.97% | 14 |
|
|
2019
Q1 | $15.1M | Buy |
308,494
+232,718
| +307% | +$11.4M | 3.07% | 14 |
|
|
2018
Q4 | $3.43M | Buy |
+75,776
| New | +$3.43M | 0.75% | 29 |
|