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

Capasso Planning Partners’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$778K	Sell
2024 Q4	$710K	Buy
2024 Q3	$662K	Buy
2024 Q2	$537K	Sell
2024 Q1	$590K	Buy
2023 Q4	$530K	Buy
2023 Q3	$433K	Buy
2023 Q2	$386K	Buy
2023 Q1	$335K	Buy