EFS
Essex Financial Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
7,149
+1,037
| +17% | +$65.8K | 0.03% | 431 |
|
|
2025
Q1 | $360K | Sell |
6,112
-31
| -0.5% | -$1.83K | 0.03% | 456 |
|
|
2024
Q4 | $322K | Buy |
6,143
+470
| +8% | +$24.7K | 0.02% | 474 |
|
|
2024
Q3 | $316K | Hold |
5,673
| – | – | 0.02% | 482 |
|
|
2024
Q2 | $299K | Buy |
+5,673
| New | +$299K | 0.02% | 475 |
|