EWM
Evermay Wealth Management’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 | $10.1K | Hold |
159
| – | – | ﹤0.01% | 444 |
|
|
2025
Q1 | $9.37K | Hold |
159
| – | – | ﹤0.01% | 449 |
|
|
2024
Q4 | $8.34K | Hold |
159
| – | – | ﹤0.01% | 457 |
|
|
2024
Q3 | $9.15K | Buy |
+159
| New | +$9.15K | ﹤0.01% | 468 |
|
|
2022
Q1 | – | Sell |
-111
| Closed | -$6K | – | 538 |
|
|
2021
Q4 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 435 |
|