Angeles Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
3,858
| – | – | 0.02% | 291 |
|
|
2025
Q1 | $227K | Sell |
3,858
-350
| -8% | -$20.6K | 0.02% | 265 |
|
|
2024
Q4 | $221K | Sell |
4,208
-500
| -11% | -$26.2K | 0.02% | 273 |
|
|
2024
Q3 | $271K | Sell |
4,708
-12,256
| -72% | -$705K | 0.02% | 220 |
|
|
2024
Q2 | $900K | Hold |
16,964
| – | – | 0.08% | 81 |
|
|
2024
Q1 | $923K | Hold |
16,964
| – | – | 0.09% | 76 |
|
|
2023
Q4 | $884K | Buy |
16,964
+150
| +0.9% | +$7.82K | 0.11% | 73 |
|
|
2023
Q3 | $823K | Hold |
16,814
| – | – | 0.12% | 68 |
|
|
2023
Q2 | $823K | Hold |
16,814
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $816K | Sell |
16,814
-5,570
| -25% | -$270K | 0.12% | 85 |
|
|
2022
Q4 | $1.03M | Sell |
22,384
-795
| -3% | -$36.5K | 0.18% | 66 |
|
|
2022
Q3 | $893K | Sell |
23,179
-3,025
| -12% | -$117K | 0.18% | 65 |
|
|
2022
Q2 | $1.14M | Sell |
26,204
-6,890
| -21% | -$299K | 0.23% | 52 |
|
|
2022
Q1 | $1.66M | Buy |
+33,094
| New | +$1.66M | 0.31% | 42 |
|