Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $126K | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $127K | Sell |
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $193K | Hold |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $192K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $268K | Buy |
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