CWMK
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Caliber Wealth Management (Kansas)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
23,014
+6,944
+43% +$441K 0.16% 123
2025
Q1 		$947K Buy
+16,070
New +$947K 0.13% 129