Claro Advisors’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 | $5.55M | Buy |
87,480
+28,524
| +48% | +$1.81M | 0.92% | 20 |
|
|
2025
Q1 | $3.47M | Sell |
58,956
-8,574
| -13% | -$505K | 0.47% | 40 |
|
|
2024
Q4 | $3.54M | Buy |
67,530
+3,161
| +5% | +$166K | 0.48% | 36 |
|
|
2024
Q3 | $3.7M | Buy |
64,369
+27,642
| +75% | +$1.59M | 0.48% | 41 |
|
|
2024
Q2 | $1.95M | Buy |
36,727
+15,611
| +74% | +$828K | 0.3% | 60 |
|
|
2024
Q1 | $1.15M | Buy |
+21,116
| New | +$1.15M | 0.2% | 111 |
|