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Axis Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Axis Wealth Partners’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.31M Buy
20,633
+1,867
+10% +$119K 0.86% 30
2025
Q1 		$1.11M Sell
18,766
-1,033
-5% -$60.9K 0.82% 33
2024
Q4 		$1.04M Buy
+19,799
New +$1.04M 0.88% 34