Aspire 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
2024
Q3
$1.3M Buy
2024
Q2
$518K Sell
2024
Q1
$750K Sell
2023
Q4
$1.31M Buy
2023
Q3
$1.22M Buy
2023
Q2
$859K Buy
2023
Q1
$813K Sell
2022
Q4
$1.08M Sell
2022
Q3
$952K Buy
2022
Q2
$1.07M Buy
2022
Q1
$1.16M Buy
2021
Q4
$961K Buy