DAS
Diversify Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.86M | Sell |
43,054
-2,218
| -5% | -$147K | 0.11% | 138 |
|
2025
Q1 | $2.77M | Sell |
45,272
-16,717
| -27% | -$1.02M | 0.17% | 97 |
|
2024
Q4 | $3.22M | Buy |
61,989
+10,502
| +20% | +$545K | 0.18% | 81 |
|
2024
Q3 | $2.87M | Buy |
51,487
+3,730
| +8% | +$208K | 0.15% | 118 |
|
2024
Q2 | $2.57M | Sell |
47,757
-33,194
| -41% | -$1.79M | 0.14% | 129 |
|
2024
Q1 | $4.38M | Buy |
+80,951
| New | +$4.38M | 0.26% | 82 |
|