Braun-Bostich & Associates’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 | $5.26M | Buy |
82,909
+23,658
| +40% | +$1.5M | 3.59% | 5 |
|
|
2025
Q1 | $3.49M | Sell |
59,251
-8,420
| -12% | -$496K | 2.58% | 12 |
|
|
2024
Q4 | $3.55M | Buy |
67,671
+6,361
| +10% | +$334K | 2.56% | 12 |
|
|
2024
Q3 | $3.53M | Buy |
61,310
+24,234
| +65% | +$1.39M | 2.46% | 13 |
|
|
2024
Q2 | $1.97M | Buy |
37,076
+14,758
| +66% | +$783K | 1.46% | 17 |
|
|
2024
Q1 | $1.21M | Buy |
+22,318
| New | +$1.21M | 1.02% | 27 |
|