Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $525K | Sell |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $551K | Hold |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q3 | $444K | Buy |
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|
2022
Q2 | $458K | Sell |
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|
2022
Q1 | $580K | Sell |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $659K | Buy |
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|
2021
Q2 | $500K | Sell |
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|
2021
Q1 | $508K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.25M | Sell |
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|
2018
Q2 | $2.98M | Buy |
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