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Capstone Wealth Management (Alabama)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Capstone Wealth Management (Alabama)’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 		$366K Hold
5,769
– – 0.32% 34
2025
Q1 		$340K Hold
5,769
– – 0.34% 32
2024
Q4 		$303K Buy
+5,769
New +$303K 0.3% 34