Ballast Advisors’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 | $53.2K | Hold |
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|
2025
Q1 | $49.4K | Hold |
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|
2024
Q4 | $44K | Hold |
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|
2024
Q3 | $48.2K | Hold |
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|
2024
Q2 | $44.4K | Hold |
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|
2024
Q1 | $45.6K | Hold |
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|
2023
Q4 | $43.7K | Hold |
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|
2023
Q3 | $41K | Hold |
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|
2023
Q2 | $41K | Sell |
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|
2023
Q1 | $84.8K | Hold |
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|
2022
Q4 | $80.1K | Buy |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $76K | Buy |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $85K | Buy |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $86K | Buy |
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|
2021
Q1 | $84K | Sell |
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|
2020
Q4 | $114K | Buy |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $114K | Sell |
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|
2020
Q1 | $104K | Sell |
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|
2019
Q4 | $150K | Buy |
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