EP Wealth Advisors’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 | $40M | Buy |
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|
2025
Q1 | $29.8M | Sell |
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|
2024
Q4 | $29.8M | Sell |
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|
2024
Q3 | $55.8M | Sell |
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|
2024
Q2 | $58.8M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | $762K | Sell |
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|
2023
Q1 | $10.9K | Buy |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $158K | Sell |
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|
2022
Q1 | $3.25M | Buy |
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|
2021
Q4 | $637K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.51M | Sell |
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|
2018
Q4 | $1.84M | Buy |
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|
2018
Q3 | $1.67M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $361K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Sell |
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|
2015
Q1 | $234K | Sell |
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|
2014
Q4 | $1.14M | Buy |
|