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BWM Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History

BWM Planning’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$689K Hold
10,860
– – 0.24% 50
2025
Q1 		$640K Hold
10,860
– – 0.27% 49
2024
Q4 		$570K Sell
10,860
-20
-0.2% -$1.05K 0.25% 55
2024
Q3 		$626K Buy
+10,880
New +$626K 0.28% 51