CWM
Certus Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
158,625
+38,144
| +32% | +$2.42M | 6.48% | 3 |
|
|
2025
Q1 | $7.44M | Sell |
120,481
-26,570
| -18% | -$1.64M | 5.05% | 7 |
|
|
2024
Q4 | $8.22M | Buy |
147,051
+453
| +0.3% | +$25.3K | 5.5% | 4 |
|
|
2024
Q3 | $8.43M | Buy |
146,598
+60,704
| +71% | +$3.49M | 5.87% | 4 |
|
|
2024
Q2 | $4.56M | Sell |
85,894
-49,149
| -36% | -$2.61M | 3.46% | 11 |
|
|
2024
Q1 | $7.37M | Buy |
135,043
+14,231
| +12% | +$777K | 5.87% | 4 |
|
|
2023
Q4 | $6.29M | Buy |
120,812
+538
| +0.4% | +$28K | 5.34% | 4 |
|
|
2023
Q3 | $5.89M | Buy |
120,274
+72,739
| +153% | +$3.56M | 5.63% | 4 |
|
|
2023
Q2 | $2.33M | Buy |
+47,535
| New | +$2.33M | 2.31% | 12 |
|