Delap Wealth Advisory’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 | $464K | Sell |
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|
2025
Q1 | $432K | Hold |
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|
2024
Q4 | $385K | Buy |
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|
2024
Q3 | $352K | Sell |
|
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $715K | Buy |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $361K | Sell |
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|
2022
Q4 | $351K | Buy |
|