Atlas Capital Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Atlas Capital Advisors’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.49M	Sell	102,280 -543	-0.5%	-$34.5K	0.79%	30
2025 Q1	$6.06M	Sell	102,823 -392	-0.4%	-$23.1K	0.76%	37
2024 Q4	$5.42M	Sell	103,215 -7,196	-7%	-$378K	0.69%	41
2024 Q3	$6.35M	Sell	110,411 -8,664	-7%	-$498K	0.97%	26
2024 Q2	$6.32M	Sell	119,075 -2,880	-2%	-$153K	0.82%	33
2024 Q1	$6.63M	Buy	121,955 +18,178	+18%	+$989K	1.04%	26
2023 Q4	$5.41M	Sell	103,777 -3,034	-3%	-$158K	0.78%	34
2023 Q3	$5.23M	Sell	106,811 -17,632	-14%	-$863K	0.86%	31
2023 Q2	$6.09M	Sell	124,443 -2,916	-2%	-$143K	0.92%	26
2023 Q1	$6.18M	Buy	127,359 +20,898	+20%	+$1.01M	0.97%	25
2022 Q4	$4.88M	Sell	106,461 -42,210	-28%	-$1.94M	0.82%	32
2022 Q3	$5.73M	Sell	148,671 -65,416	-31%	-$2.52M	1.04%	22
2022 Q2	$9.29M	Buy	214,087 +27,870	+15%	+$1.21M	1.57%	13
2022 Q1	$9.36M	Sell	186,217 -7,383	-4%	-$371K	1.45%	16
2021 Q4	$9.76M	Sell	193,600 -4,150	-2%	-$209K	1.45%	16
2021 Q3	$10.1M	Buy	197,750 +21,290	+12%	+$1.08M	1.61%	12
2021 Q2	$9.13M	Buy	176,460 +60,411	+52%	+$3.13M	1.53%	10
2021 Q1	$5.92M	Buy	116,049 +12,371	+12%	+$631K	1.15%	18
2020 Q4	$4.89M	Buy	103,678 +4,422	+4%	+$209K	1.03%	20
2020 Q3	$4M	Buy	99,256 +8,974	+10%	+$362K	0.95%	23
2020 Q2	$3.61M	Buy	90,282 +32,193	+55%	+$1.29M	0.85%	22
2020 Q1	$2.07M	Buy	58,089 +16,963	+41%	+$605K	0.62%	32
2019 Q4	$2.05M	Sell	41,126 -928	-2%	-$46.3K	0.51%	44
2019 Q3	$1.99M	Buy	42,054 +1,932	+5%	+$91.5K	0.6%	35
2019 Q2	$1.93M	Buy	40,122 +13,280	+49%	+$638K	0.63%	32
2019 Q1	$1.31M	Buy	26,842 +1,557	+6%	+$76.1K	0.47%	55
2018 Q4	$1.14M	Sell	25,285 -4,577	-15%	-$207K	0.46%	55
2018 Q3	$1.54M	Sell	29,862 -3,577	-11%	-$185K	0.51%	44
2018 Q2	$1.73M	Sell	33,439 -6,834	-17%	-$353K	0.61%	30
2018 Q1	$2.2M	Buy	+40,273	New	+$2.2M	0.67%	30