Barnes Wealth Management Group’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	$4.55M	Buy	71,633 +24,620	+52%	+$1.56M	2.69%	6
2025 Q1	$2.77M	Sell	47,013 -15,234	-24%	-$898K	1.78%	11
2024 Q4	$3.27M	Buy	+62,247	New	+$3.27M	2.19%	8