Crewe Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Buy |
+449
| New | +$28.5K | ﹤0.01% | 328 |
|
|
2024
Q4 | – | Sell |
-113
| Closed | -$6.5K | – | 694 |
|
|
2024
Q3 | $6.5K | Hold |
113
| – | – | ﹤0.01% | 540 |
|
|
2024
Q2 | $5.99K | Buy |
113
+23
| +26% | +$1.22K | ﹤0.01% | 765 |
|
|
2024
Q1 | $4.9K | Buy |
+90
| New | +$4.9K | ﹤0.01% | 735 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1.46K | – | 912 |
|
|
2023
Q1 | $1.46K | Hold |
30
| – | – | ﹤0.01% | 738 |
|
|
2022
Q4 | $1.38K | Hold |
30
| – | – | ﹤0.01% | 893 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1057 |
|
|
2022
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 430 |
|