CVA Family Office’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 | $24.4K | Buy |
385
+9
| +2% | +$571 | ﹤0.01% | 653 |
|
|
2025
Q1 | $22.2K | Hold |
376
| – | – | ﹤0.01% | 663 |
|
|
2024
Q4 | $19.8K | Buy |
376
+6
| +2% | +$315 | ﹤0.01% | 680 |
|
|
2024
Q3 | $21.3K | Hold |
370
| – | – | ﹤0.01% | 646 |
|
|
2024
Q2 | $19.6K | Buy |
370
+11
| +3% | +$583 | ﹤0.01% | 638 |
|
|
2024
Q1 | $19.5K | Hold |
359
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $18.7K | Buy |
+359
| New | +$18.7K | ﹤0.01% | 638 |
|
|
2023
Q3 | – | Sell |
-353
| Closed | -$17.3K | – | 440 |
|
|
2023
Q2 | $17.3K | Buy |
353
+9
| +3% | +$440 | ﹤0.01% | 641 |
|
|
2023
Q1 | $16.7K | Hold |
344
| – | – | ﹤0.01% | 622 |
|
|
2022
Q4 | $15.8K | Buy |
344
+4
| +1% | +$183 | ﹤0.01% | 603 |
|
|
2022
Q3 | $13K | Hold |
340
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $15K | Buy |
340
+11
| +3% | +$485 | ﹤0.01% | 587 |
|
|
2022
Q1 | $17K | Hold |
329
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $17K | Buy |
329
+17
| +5% | +$878 | ﹤0.01% | 548 |
|
|
2021
Q3 | $13K | Sell |
312
-10
| -3% | -$417 | 0.01% | 281 |
|
|
2021
Q2 | $17K | Buy |
322
+6
| +2% | +$317 | ﹤0.01% | 561 |
|
|
2021
Q1 | $16K | Hold |
316
| – | – | 0.01% | 451 |
|
|
2020
Q4 | $15K | Buy |
316
+4
| +1% | +$190 | 0.01% | 283 |
|
|
2020
Q3 | $13K | Hold |
312
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $12K | Buy |
312
+4
| +1% | +$154 | 0.01% | 246 |
|
|
2020
Q1 | $11K | Buy |
+308
| New | +$11K | 0.01% | 234 |
|