Beverly Hills Private Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
7,222
+1,829
| +34% | +$116K | 0.09% | 189 |
|
|
2025
Q1 | $318K | Sell |
5,393
-1,078
| -17% | -$63.5K | 0.06% | 252 |
|
|
2024
Q4 | $340K | Sell |
6,471
-875
| -12% | -$45.9K | 0.07% | 232 |
|
|
2024
Q3 | $423K | Buy |
7,346
+3,043
| +71% | +$175K | 0.09% | 206 |
|
|
2024
Q2 | $228K | Sell |
4,303
-3,298
| -43% | -$175K | 0.05% | 316 |
|
|
2024
Q1 | $413K | Sell |
7,601
-6,677
| -47% | -$363K | 0.1% | 228 |
|
|
2023
Q4 | $744K | Sell |
14,278
-2,981
| -17% | -$155K | 0.19% | 114 |
|
|
2023
Q3 | $844K | Sell |
17,259
-19,613
| -53% | -$960K | 0.25% | 96 |
|
|
2023
Q2 | $1.83M | Buy |
36,872
+24,129
| +189% | +$1.2M | 0.3% | 81 |
|
|
2023
Q1 | $618K | Buy |
12,743
+2,598
| +26% | +$126K | 0.19% | 118 |
|
|
2022
Q4 | $465K | Buy |
+10,145
| New | +$465K | 0.2% | 115 |
|