DWM
EFV icon

Diversify Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Diversify Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$346K Hold
5,207
– – 0.02% 430
2025
Q1 		$319K Sell
5,207
-71
-1% -$4.35K 0.02% 426
2024
Q4 		$274K Sell
5,278
-106
-2% -$5.5K 0.02% 447
2024
Q3 		$297K Buy
+5,384
New +$297K 0.03% 400