Cerity Partners’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
Q3 | $10.7M | Sell |
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|
2025
Q2 | $12.6M | Buy |
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|
2025
Q1 | $10.6M | Sell |
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|
2024
Q4 | $9.74M | Buy |
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|
2024
Q3 | $4.79M | Buy |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $4.36M | Sell |
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|
2023
Q4 | $4.71M | Buy |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $6.34M | Buy |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $5.79M | Buy |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $89K | Sell |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $994K | Buy |
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