Corient Private Wealth
EFV icon

Corient Private Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Corient Private Wealth’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5M Sell
223,792
-217,267
-49% -$16.3M 0.02% 447
2025
Q4 		$31.3M Buy
441,059
+239,262
+119% +$16.6M 0.02% 463
2025
Q3 		$13.7M Sell
201,797
-29,227
-13% -$1.93M 0.02% 461
2025
Q2 		$14.7M Sell
231,024
-3,326
-1% -$204K 0.02% 445
2025
Q1 		$13.8M Sell
234,350
-13,625
-5% -$771K 0.02% 451
2024
Q4 		$13M Buy
247,975
+88
+0% +$4.82K 0.02% 455
2024
Q3 		$14.3M Sell
247,887
-14,562
-6% -$804K 0.02% 478
2024
Q2 		$13.9M Sell
262,449
-11,906
-4% -$647K 0.02% 454
2024
Q1 		$14.9M Sell
274,355
-37,961
-12% -$1.98M 0.03% 445
2023
Q4 		$16.3M Sell
312,316
-32,755
-9% -$1.62M 0.03% 424
2023
Q3 		$16.9M Sell
345,071
-20,835
-6% -$1.03M 0.04% 380
2023
Q2 		$17.9M Sell
365,906
-51,977
-12% -$2.56M 0.04% 365
2023
Q1 		$20.3M Sell
417,883
-13,867
-3% -$671K 0.05% 308
2022
Q4 		$19.8M Buy
+431,750
New +$18.7M 0.07% 269

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Ameriprise
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PAS
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