Balance 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
$487K Sell
7,675
-3,780
-33% -$240K 0.29% 71
2025
Q1
$675K Buy
+11,455
New +$675K 0.44% 53