Briggs Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.44M | Hold |
29,507
| – | – | 0.83% | 20 |
|
|
2023
Q2 | $1.44M | Hold |
29,507
| – | – | 0.81% | 20 |
|
|
2023
Q1 | $1.43M | Hold |
29,507
| – | – | 0.85% | 20 |
|
|
2022
Q4 | $1.35M | Sell |
29,507
-524
| -2% | -$24K | 0.86% | 22 |
|
|
2022
Q3 | $1.16M | Sell |
30,031
-1,742
| -5% | -$67.1K | 0.87% | 21 |
|
|
2022
Q2 | $1.38M | Hold |
31,773
| – | – | 1.01% | 17 |
|
|
2022
Q1 | $1.6M | Sell |
31,773
-3,516
| -10% | -$177K | 1.06% | 15 |
|
|
2021
Q4 | $1.78M | Buy |
+35,289
| New | +$1.78M | 1.21% | 14 |
|