Curi RMB Capital’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 | $494K | Buy |
+7,776
| New | +$494K | 0.01% | 515 |
|
|
2025
Q1 | – | Sell |
-7,776
| Closed | -$408K | – | 492 |
|
|
2024
Q4 | $408K | Sell |
7,776
-248
| -3% | -$13K | 0.01% | 429 |
|
|
2024
Q3 | $462K | Buy |
8,024
+155
| +2% | +$8.92K | 0.01% | 429 |
|
|
2024
Q2 | $417K | Hold |
7,869
| – | – | 0.01% | 441 |
|
|
2024
Q1 | $428K | Buy |
7,869
+93
| +1% | +$5.06K | 0.01% | 458 |
|
|
2023
Q4 | $405K | Hold |
7,776
| – | – | 0.01% | 408 |
|
|
2023
Q3 | $380K | Hold |
7,776
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $381K | Hold |
7,776
| – | – | 0.01% | 404 |
|
|
2023
Q1 | $377K | Buy |
+7,776
| New | +$377K | 0.01% | 393 |
|