Bartlett & Co 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 | $199K | Hold |
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|
2025
Q2 | $186K | Buy |
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|
2025
Q1 | $169K | Hold |
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|
2024
Q4 | $151K | Sell |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $180K | Buy |
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|
2024
Q1 | $159K | Hold |
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|
2023
Q4 | $152K | Buy |
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|
2023
Q3 | $141K | Hold |
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|
2023
Q2 | $141K | Buy |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $5.28K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $40.7K | Hold |
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|
2020
Q1 | $36.4K | Hold |
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|
2019
Q4 | $50.9K | Hold |
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|
2019
Q3 | $48.3K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $49.8K | Hold |
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|
2018
Q4 | $46.1K | Hold |
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|
2018
Q3 | $52.9K | Hold |
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|
2018
Q2 | $52.3K | Hold |
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|
2018
Q1 | $55.6K | Buy |
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