Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $923K | Buy |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $973K | Hold |
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|
2019
Q3 | $923K | Hold |
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|
2019
Q2 | $936K | Hold |
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|
2019
Q1 | $952K | Sell |
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|
2018
Q4 | $1.78M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $202K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $834K | Buy |
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