EPG 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 | $15.6K | Hold |
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|
2025
Q1 | $14.4K | Hold |
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|
2024
Q4 | $12.9K | Hold |
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|
2024
Q3 | $14.1K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $78.9K | Sell |
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|
2023
Q4 | $73.4K | Buy |
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|
2023
Q3 | $70.1K | Sell |
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|
2023
Q2 | $70.6K | Buy |
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|
2023
Q1 | $68.5K | Buy |
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|
2022
Q4 | $64K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $12K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $40K | Buy |
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