Epstein & White Financial’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
2021
Q2
$14.6M Buy
283,111
+15,564
+6% +$805K 3.86% 6
2021
Q1
$13.6M Buy
267,547
+65,582
+32% +$3.34M 3.97% 6
2020
Q4
$9.52M Buy
+201,965
New +$9.52M 2.92% 9