Beaird Harris 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
Q2 | $322K | Sell |
|
|||||
|
2025
Q1 | $317K | Buy |
|
|||||
|
2024
Q4 | $281K | Sell |
|
|||||
|
2024
Q3 | $324K | Buy |
|
|||||
|
2024
Q2 | $296K | Buy |
|
|||||
|
2024
Q1 | $298K | Sell |
|
|||||
|
2023
Q4 | $332K | Sell |
|
|||||
|
2023
Q3 | $312K | Sell |
|
|||||
|
2023
Q2 | $314K | Sell |
|
|||||
|
2023
Q1 | $320K | Sell |
|
|||||
|
2022
Q4 | $310K | Sell |
|
|||||
|
2022
Q3 | $697K | Buy |
|
|||||
|
2022
Q2 | $637K | Sell |
|
|||||
|
2022
Q1 | $796K | Buy |
|
|||||
|
2021
Q4 | $716K | Buy |
|