Avidian Wealth Enterprises’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 | $4.43M | Buy |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $3.21M | Sell |
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|
2024
Q3 | $3.54M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.93M | Sell |
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|
2023
Q1 | $11.4M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $3.77M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.57M | Buy |
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