Avantax Planning Partners’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 | $6.53M | Buy |
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|
2025
Q1 | $5.5M | Buy |
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|
2024
Q4 | $4.57M | Sell |
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|
2024
Q3 | $5.34M | Sell |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $7.91M | Buy |
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|
2023
Q2 | $7.56M | Buy |
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|
2023
Q1 | $7.46M | Buy |
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|
2022
Q4 | $7.05M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $5.4M | Buy |
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|
2022
Q1 | $959K | Sell |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $395K | Buy |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $335K | Buy |
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|
2019
Q4 | $468K | Buy |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | $557K | Buy |
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|
2018
Q4 | $354K | Buy |
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|
2018
Q3 | $207K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $127K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $550K | Buy |
|