Center for Financial Planning’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 | $483K | Hold |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $438K | Hold |
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|
2024
Q2 | $404K | Sell |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $409K | Hold |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $414K | Hold |
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|
2021
Q2 | $421K | Hold |
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|
2021
Q1 | $414K | Hold |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $395K | Sell |
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|
2020
Q1 | $641K | Buy |
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