Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.82M | Buy |
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|
2023
Q2 | $2.62M | Buy |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $830K | Buy |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $524K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $24K | Buy |
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