Caldwell Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Caldwell Trust’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.6K	Hold	324
2025 Q1	$19.1K	Sell	324 -110
2024 Q4	$22.8K	Buy	434 +109
2024 Q3	$18.7K	Buy	+325
2022 Q2	–	Sell	-29
2022 Q1	$1.46K	Hold	29
2021 Q4	$1.46K	Buy	+29