Ehrlich Financial Group’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 | $4.2M | Buy |
66,226
+27,214
| +70% | +$1.73M | 2.72% | 8 |
|
|
2025
Q1 | $2.3M | Sell |
39,012
-41,330
| -51% | -$2.44M | 1.68% | 15 |
|
|
2024
Q4 | $4.22M | Buy |
80,342
+698
| +0.9% | +$36.6K | 3% | 8 |
|
|
2024
Q3 | $4.58M | Buy |
79,644
+36,763
| +86% | +$2.11M | 3.27% | 7 |
|
|
2024
Q2 | $2.27M | Sell |
42,881
-5,354
| -11% | -$284K | 1.8% | 16 |
|
|
2024
Q1 | $2.62M | Sell |
48,235
-961
| -2% | -$52.3K | 2.21% | 13 |
|
|
2023
Q4 | $2.56M | Buy |
+49,196
| New | +$2.56M | 2.57% | 9 |
|