Baker Tilly Wealth Management’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
Q3 | $347K | Buy |
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|
2025
Q2 | $220K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $826K | Buy |
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|
2023
Q3 | $728K | Sell |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.89M | Buy |
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|
2022
Q1 | $2.14M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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