Beacon Financial Advisory’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 | $1.72M | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $969K | Sell |
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|
2023
Q3 | $943K | Buy |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $597K | Sell |
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|
2022
Q1 | $721K | Buy |
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|
2021
Q4 | $696K | Buy |
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|
2021
Q3 | $682K | Buy |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $259K | Buy |
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