Burkett Financial Services’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 | $2.69K | Buy |
42
+1
| +2% | +$64 | ﹤0.01% | 192 |
|
|
2025
Q1 | $2.45K | Hold |
41
| – | – | ﹤0.01% | 219 |
|
|
2024
Q4 | $2.18K | Hold |
41
| – | – | ﹤0.01% | 195 |
|
|
2024
Q3 | $2.35K | Hold |
41
| – | – | ﹤0.01% | 185 |
|
|
2024
Q2 | $2.16K | Buy |
41
+1
| +3% | +$53 | ﹤0.01% | 174 |
|
|
2024
Q1 | $2.16K | Hold |
40
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $2.06K | Buy |
+40
| New | +$2.06K | ﹤0.01% | 174 |
|