Ballentine Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $550K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $58K | Sell |
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|
2017
Q2 | $85K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $61K | Hold |
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|
2016
Q2 | $57K | Sell |
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|
2016
Q1 | $147K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $203K | Hold |
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|
2015
Q2 | $229K | Buy |
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