CIA
Concurrent Investment Advisors’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 | $3.15M | Buy |
49,623
+20,319
| +69% | +$1.29M | 0.06% | 320 |
|
|
2025
Q1 | $1.73M | Sell |
29,304
-3,534
| -11% | -$208K | 0.04% | 397 |
|
|
2024
Q4 | $1.72M | Sell |
32,838
-27,666
| -46% | -$1.45M | 0.05% | 358 |
|
|
2024
Q3 | $3.48M | Buy |
60,504
+36,302
| +150% | +$2.09M | 0.1% | 208 |
|
|
2024
Q2 | $1.28M | Sell |
24,202
-2,433
| -9% | -$129K | 0.04% | 373 |
|
|
2024
Q1 | $1.45M | Sell |
26,635
-21,085
| -44% | -$1.15M | 0.06% | 301 |
|
|
2023
Q4 | $2.49M | Buy |
+47,720
| New | +$2.49M | 0.12% | 190 |
|