Canandaigua National Bank & Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Buy
2025
Q2
$287K Sell
2025
Q1
$270K Hold
2024
Q4
$240K Sell
2024
Q3
$315K Buy
2020
Q1
Sell
2019
Q4
$228K Sell
2019
Q3
$217K Buy