CFO4Life Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
+3,295
| New | +$209K | 0.03% | 212 |
|
|
2024
Q1 | – | Sell |
-21,685
| Closed | -$1.13M | – | 203 |
|
|
2023
Q4 | $1.13M | Buy |
+21,685
| New | +$1.13M | 0.22% | 60 |
|
|
2023
Q1 | – | Sell |
-130,771
| Closed | -$6M | – | 172 |
|
|
2022
Q4 | $6M | Buy |
+130,771
| New | +$6M | 1.28% | 20 |
|
|
2019
Q3 | – | Sell |
-5,526
| Closed | -$266K | – | 125 |
|
|
2019
Q2 | $266K | Sell |
5,526
-8,983
| -62% | -$432K | 0.12% | 95 |
|
|
2019
Q1 | $709K | Sell |
14,509
-146,549
| -91% | -$7.16M | 0.33% | 48 |
|
|
2018
Q4 | $7.28M | Buy |
+161,058
| New | +$7.28M | 3.2% | 6 |
|