Elevate Wealth Advisory’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 | $5.01M | Sell |
78,988
-3,591
| -4% | -$228K | 3.57% | 10 |
|
|
2025
Q1 | $4.87M | Sell |
82,579
-1,008
| -1% | -$59.4K | 3.45% | 9 |
|
|
2024
Q4 | $4.39M | Buy |
83,587
+959
| +1% | +$50.3K | 3.29% | 9 |
|
|
2024
Q3 | $4.75M | Sell |
82,628
-337
| -0.4% | -$19.4K | 3.53% | 9 |
|
|
2024
Q2 | $4.4M | Sell |
82,965
-384
| -0.5% | -$20.4K | 3.57% | 9 |
|
|
2024
Q1 | $4.53M | Sell |
83,349
-619
| -0.7% | -$33.7K | 3.95% | 7 |
|
|
2023
Q4 | $4.37M | Buy |
+83,968
| New | +$4.37M | 4.01% | 7 |
|