Falcon Wealth Planning’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
Q3 | $1.23M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.24M | Sell |
|
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|
2024
Q3 | $1.45M | Sell |
|
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.53M | Buy |
|
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $993K | Buy |
|
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|
2023
Q2 | $989K | Sell |
|
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|
2023
Q1 | $1.04M | Sell |
|
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $781K | Buy |
|
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $225K | Buy |
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|
2021
Q1 | $209K | Buy |
|