Cypress Wealth Services’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
Q3 | $17.2M | Sell |
|
|||||
|
2025
Q2 | $18.7M | Buy |
|
|||||
|
2025
Q1 | $11.9M | Sell |
|
|||||
|
2024
Q4 | $11.4M | Buy |
|
|||||
|
2024
Q3 | $10.1M | Buy |
|
|||||
|
2024
Q2 | $6.4M | Sell |
|
|||||
|
2024
Q1 | $8.76M | Sell |
|
|||||
|
2023
Q4 | $10.4M | Sell |
|
|||||
|
2023
Q3 | $9.9M | Buy |
|
|||||
|
2023
Q2 | $6.76M | Sell |
|
|||||
|
2023
Q1 | $6.59M | Sell |
|
|||||
|
2022
Q4 | $6.49M | Buy |
|
|||||
|
2022
Q3 | $5.18M | Sell |
|
|||||
|
2022
Q2 | $7.46M | Buy |
|
|||||
|
2022
Q1 | $8.3M | Buy |
|
|||||
|
2021
Q4 | $5.39M | Buy |
|
|||||
|
2021
Q3 | $4.52M | Buy |
|
|||||
|
2021
Q2 | $2.48M | Sell |
|
|||||
|
2021
Q1 | $3.26M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $282K | Buy |
|
|||||
|
2017
Q4 | $226K | Buy |
|