Cassaday & Co Wealth Management’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
Q2 | $480K | Sell |
|
|||||
|
2025
Q1 | $479K | Sell |
|
|||||
|
2024
Q4 | $442K | Sell |
|
|||||
|
2024
Q3 | $860K | Sell |
|
|||||
|
2024
Q2 | $11.2M | Sell |
|
|||||
|
2024
Q1 | $11.6M | Sell |
|
|||||
|
2023
Q4 | $11.2M | Buy |
|
|||||
|
2023
Q3 | $10.5M | Sell |
|
|||||
|
2023
Q2 | $10.6M | Sell |
|
|||||
|
2023
Q1 | $10.8M | Sell |
|
|||||
|
2022
Q4 | $18.7M | Buy |
|