EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4
$6.11M Sell
117,288
-4,802
-4% -$250K 2.23% 13
2023
Q3
$5.97M Buy
122,090
+114,386
+1,485% +$5.6M 2.67% 13
2023
Q2
$377K Buy
+7,704
New +$377K 0.18% 41