CFA
Cahill Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Buy |
71,003
+64
| +0.1% | +$4.06K | 0.56% | 34 |
|
|
2025
Q1 | $4.18M | Sell |
70,939
-2,080
| -3% | -$123K | 0.57% | 32 |
|
|
2024
Q4 | $3.83M | Sell |
73,019
-9,635
| -12% | -$506K | 0.52% | 32 |
|
|
2024
Q3 | $4.76M | Sell |
82,654
-81,779
| -50% | -$4.7M | 0.65% | 30 |
|
|
2024
Q2 | $8.72M | Sell |
164,433
-146,100
| -47% | -$7.75M | 1.19% | 20 |
|
|
2024
Q1 | $16.9M | Buy |
310,533
+17,383
| +6% | +$946K | 2.3% | 12 |
|
|
2023
Q4 | $15.3M | Buy |
293,150
+15,215
| +5% | +$793K | 2.26% | 13 |
|
|
2023
Q3 | $13.6M | Buy |
277,935
+682
| +0.2% | +$33.4K | 2.26% | 13 |
|
|
2023
Q2 | $13.6M | Buy |
277,253
+23,358
| +9% | +$1.14M | 2.19% | 14 |
|
|
2023
Q1 | $12.3M | Buy |
253,895
+26,976
| +12% | +$1.31M | 2.19% | 12 |
|
|
2022
Q4 | $10.4M | Sell |
226,919
-50,841
| -18% | -$2.33M | 2% | 15 |
|
|
2022
Q3 | $10.7M | Buy |
277,760
+31,806
| +13% | +$1.23M | 2.26% | 10 |
|
|
2022
Q2 | $10.7M | Buy |
245,954
+22,700
| +10% | +$985K | 2.27% | 10 |
|
|
2022
Q1 | $11.2M | Buy |
223,254
+106,072
| +91% | +$5.33M | 2.11% | 12 |
|
|
2021
Q4 | $5.91M | Buy |
117,182
+34,740
| +42% | +$1.75M | 1.14% | 19 |
|
|
2021
Q3 | $4.19M | Buy |
82,442
+67,974
| +470% | +$3.46M | 0.86% | 24 |
|
|
2021
Q2 | $749K | Buy |
14,468
+7,577
| +110% | +$392K | 0.17% | 116 |
|
|
2021
Q1 | $351K | Buy |
+6,891
| New | +$351K | 0.09% | 158 |
|