Beacon Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Beacon Financial Group’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$872K	Sell
2025 Q2	$928K	Buy
2025 Q1	$689K	Buy
2024 Q4	$486K	Sell
2024 Q3	$760K	Buy
2024 Q2	$447K	Sell
2024 Q1	$535K	Sell
2023 Q4	$529K	Buy