Angeles 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 | $245K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $900K | Hold |
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|
2024
Q1 | $923K | Hold |
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|
2023
Q4 | $884K | Buy |
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|
2023
Q3 | $823K | Hold |
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|
2023
Q2 | $823K | Hold |
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|
2023
Q1 | $816K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $893K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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