Essex Savings Bank’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 | $552K | Sell |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $451K | Hold |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $387K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $210K | Buy |
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