Atomi Financial Group’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
$1.92M Sell
30,265
-993
-3% -$63K 0.07% 193
2025
Q1
$1.84M Sell
31,258
-664
-2% -$39.1K 0.08% 183
2024
Q4
$1.67M Buy
31,922
+21,004
+192% +$1.1M 0.08% 170
2024
Q3
$628K Sell
10,918
-3,937
-27% -$226K 0.04% 374
2024
Q2
$788K Sell
14,855
-1,070
-7% -$56.8K 0.06% 260
2024
Q1
$866K Sell
15,925
-23,893
-60% -$1.3M 0.08% 208
2023
Q4
$2.07M Buy
39,818
+6,626
+20% +$345K 0.29% 73
2023
Q3
$1.62M Buy
33,192
+16,891
+104% +$826K 0.54% 49
2023
Q2
$798K Buy
+16,301
New +$798K 0.36% 79