Bordeaux Wealth Advisors’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 | $384K | Hold |
6,057
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $357K | Hold |
6,057
| – | – | 0.07% | 109 |
|
|
2024
Q4 | $318K | Sell |
6,057
-16
| -0.3% | -$840 | 0.05% | 114 |
|
|
2024
Q3 | $349K | Sell |
6,073
-2
| -0% | -$115 | 0.06% | 112 |
|
|
2024
Q2 | $322K | Buy |
6,075
+18
| +0.3% | +$955 | 0.06% | 105 |
|
|
2024
Q1 | $330K | Sell |
6,057
-5,332
| -47% | -$290K | 0.11% | 78 |
|
|
2023
Q4 | $593K | Buy |
+11,389
| New | +$593K | 0.2% | 54 |
|