Blue Bell Private 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
Q3 | $21.2K | Buy |
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|
2025
Q2 | $18K | Hold |
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|
2025
Q1 | $16.7K | Sell |
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|
2024
Q4 | $22.2K | Buy |
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|
2024
Q3 | $19K | Hold |
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|
2024
Q2 | $17.5K | Buy |
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|
2024
Q1 | $8.87K | Buy |
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|
2023
Q4 | $7.29K | Hold |
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|
2023
Q3 | $6.85K | Hold |
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|
2023
Q2 | $6.85K | Hold |
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|
2023
Q1 | $6.79K | Hold |
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|
2022
Q4 | $6.42K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $7K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Buy |
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