BFG
Beacon Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Buy |
14,621
+2,938
| +25% | +$187K | 0.1% | 173 |
|
|
2025
Q1 | $689K | Buy |
11,683
+2,420
| +26% | +$143K | 0.08% | 191 |
|
|
2024
Q4 | $486K | Sell |
9,263
-3,940
| -30% | -$207K | 0.05% | 227 |
|
|
2024
Q3 | $760K | Buy |
13,203
+4,779
| +57% | +$275K | 0.08% | 182 |
|
|
2024
Q2 | $447K | Sell |
8,424
-1,417
| -14% | -$75.2K | 0.05% | 222 |
|
|
2024
Q1 | $535K | Sell |
9,841
-312
| -3% | -$17K | 0.06% | 208 |
|
|
2023
Q4 | $529K | Buy |
+10,153
| New | +$529K | 0.06% | 210 |
|