Bush Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
60,450
+22,713
| +60% | +$1.44M | 2.58% | 10 |
|
|
2025
Q1 | $2.22M | Sell |
37,737
-10,007
| -21% | -$590K | 1.68% | 14 |
|
|
2024
Q4 | $2.51M | Buy |
47,744
+3,931
| +9% | +$206K | 1.96% | 12 |
|
|
2024
Q3 | $2.52M | Buy |
43,813
+26,543
| +154% | +$1.53M | 2.02% | 12 |
|
|
2024
Q2 | $916K | Sell |
17,270
-11,183
| -39% | -$593K | 0.79% | 18 |
|
|
2024
Q1 | $1.55M | Sell |
28,453
-14,738
| -34% | -$802K | 1.37% | 14 |
|
|
2023
Q4 | $2.22M | Buy |
+43,191
| New | +$2.22M | 2.05% | 9 |
|