Client 1st Advisory Group’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
$8.88M Buy
2025
Q2
$7.44M Buy
2025
Q1
$6.72M Buy
2024
Q4
$5.69M Buy
2024
Q3
$5.82M Buy
2024
Q2
$5.1M Sell
2024
Q1
$5.28M Sell
2023
Q4
$5.57M Sell
2023
Q3
$6.81M Sell
2023
Q2
$8.51M Sell
2023
Q1
$9.74M Buy
2022
Q4
$9.05M Sell
2022
Q3
$7.78M Sell
2022
Q2
$8.79M Sell
2022
Q1
$10.7M Buy
2021
Q4
$10.5M Buy
2021
Q3
$10.4M Buy
2021
Q2
$9.22M Buy
2021
Q1
$2.52M Buy