Axim Planning & 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 | $297K | Buy |
+4,680
| New | +$297K | 0.27% | 31 |
|
|
2025
Q1 | – | Sell |
-4,870
| Closed | -$256K | – | 52 |
|
|
2024
Q4 | $256K | Buy |
4,870
+1,232
| +34% | +$64.6K | 0.27% | 29 |
|
|
2024
Q3 | $209K | Buy |
+3,638
| New | +$209K | 0.24% | 28 |
|
|
2022
Q4 | – | Sell |
-274
| Closed | -$11K | – | 66 |
|
|
2022
Q3 | $11K | Buy |
274
+10
| +4% | +$401 | 0.01% | 110 |
|
|
2022
Q2 | $11K | Buy |
+264
| New | +$11K | 0.01% | 86 |
|