Avantra Family Wealth’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	$742K	Sell	11,694 -7,341	-39%	-$466K	0.61%	45
2025 Q1	$1.12M	Sell	19,035 -1,056	-5%	-$62.2K	1.08%	21
2024 Q4	$1.05M	Buy	+20,091	New	+$1.05M	0.99%	23