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Bellwether Advisors’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 | $79K | Hold |
1,244
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $73.3K | Hold |
1,244
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $65.3K | Buy |
+1,244
| New | +$65.3K | 0.01% | 210 |
|
|
2023
Q2 | – | Sell |
-1,244
| Closed | -$60.4K | – | 204 |
|
|
2023
Q1 | $60.4K | Hold |
1,244
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $57.1K | Sell |
1,244
-205
| -14% | -$9.41K | 0.02% | 182 |
|
|
2022
Q3 | $55K | Hold |
1,449
| – | – | 0.02% | 154 |
|
|
2022
Q2 | $62K | Hold |
1,449
| – | – | 0.02% | 153 |
|
|
2022
Q1 | $72K | Sell |
1,449
-76
| -5% | -$3.78K | 0.02% | 173 |
|
|
2021
Q4 | $76K | Buy |
1,525
+1,320
| +644% | +$65.8K | 0.02% | 168 |
|
|
2021
Q3 | $10K | Hold |
205
| – | – | ﹤0.01% | 306 |
|
|
2021
Q2 | $10K | Hold |
205
| – | – | ﹤0.01% | 260 |
|
|
2021
Q1 | $10K | Hold |
205
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $9K | Buy |
+205
| New | +$9K | ﹤0.01% | 239 |
|