Brighton Jones LLC’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 | $511K | Buy |
8,043
+3,513
| +78% | +$223K | 0.01% | 523 |
|
|
2025
Q1 | $267K | Sell |
4,530
-822
| -15% | -$48.5K | 0.01% | 572 |
|
|
2024
Q4 | $281K | Buy |
+5,352
| New | +$281K | 0.01% | 536 |
|
|
2019
Q4 | – | Sell |
-5,067
| Closed | -$240K | – | 320 |
|
|
2019
Q3 | $240K | Sell |
5,067
-66
| -1% | -$3.13K | 0.03% | 260 |
|
|
2019
Q2 | $247K | Buy |
5,133
+272
| +6% | +$13.1K | 0.03% | 252 |
|
|
2019
Q1 | $238K | Hold |
4,861
| – | – | 0.03% | 261 |
|
|
2018
Q4 | $220K | Sell |
4,861
-3,796
| -44% | -$172K | 0.03% | 236 |
|
|
2018
Q3 | $449K | Hold |
8,657
| – | – | 0.06% | 163 |
|
|
2018
Q2 | $445K | Buy |
+8,657
| New | +$445K | 0.06% | 183 |
|
|
2015
Q2 | – | Sell |
-4,194
| Closed | -$223K | – | 191 |
|
|
2015
Q1 | $223K | Hold |
4,194
| – | – | 0.05% | 171 |
|
|
2014
Q4 | $214K | Buy |
4,194
+55
| +1% | +$2.81K | 0.05% | 178 |
|
|
2014
Q3 | $226K | Buy |
4,139
+124
| +3% | +$6.77K | 0.05% | 183 |
|
|
2014
Q2 | $235K | Hold |
4,015
| – | – | 0.05% | 168 |
|
|
2014
Q1 | $231K | Hold |
4,015
| – | – | 0.05% | 163 |
|
|
2013
Q4 | $230K | Buy |
4,015
+50
| +1% | +$2.86K | 0.05% | 169 |
|
|
2013
Q3 | $216K | Buy |
+3,965
| New | +$216K | 0.06% | 151 |
|