Empirical Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115M | Buy |
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|
2025
Q1 | $101M | Buy |
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|
2024
Q4 | $86.7M | Buy |
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|
2024
Q3 | $91.1M | Sell |
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|
2024
Q2 | $84.4M | Buy |
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|
2024
Q1 | $83.7M | Buy |
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|
2023
Q4 | $76.9M | Buy |
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|
2023
Q3 | $67.1M | Buy |
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|
2023
Q2 | $63.3M | Buy |
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|
2023
Q1 | $58.5M | Buy |
|
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|
2022
Q4 | $51.1M | Buy |
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|
2022
Q3 | $38.6M | Buy |
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|
2022
Q2 | $32.9M | Buy |
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|
2022
Q1 | $37.4M | Buy |
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|
2021
Q4 | $36.3M | Buy |
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|
2021
Q3 | $33M | Buy |
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|
2021
Q2 | $29.3M | Buy |
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|
2021
Q1 | $23.9M | Buy |
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|
2020
Q4 | $20.6M | Buy |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $13.5M | Buy |
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|
2020
Q1 | $10.8M | Buy |
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|
2019
Q4 | $6.38M | Buy |
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|
2019
Q3 | $4.86M | Buy |
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|
2019
Q2 | $3.41M | Buy |
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|
2019
Q1 | $1.76M | Sell |
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|
2018
Q4 | $2.16M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $410K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $256K | Hold |
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|
2015
Q1 | $261K | Hold |
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|
2014
Q4 | $250K | Buy |
|