FFG Retirement Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
70,738
+6,891
| +11% | +$437K | 2.81% | 13 |
|
|
2025
Q1 | $3.76M | Sell |
63,847
-7,834
| -11% | -$462K | 2.56% | 15 |
|
|
2024
Q4 | $3.76M | Buy |
71,681
+43,512
| +154% | +$2.28M | 2.46% | 16 |
|
|
2024
Q3 | $1.62M | Sell |
28,169
-19,160
| -40% | -$1.1M | 1.06% | 33 |
|
|
2024
Q2 | $2.51M | Sell |
47,329
-22,367
| -32% | -$1.19M | 1.75% | 21 |
|
|
2024
Q1 | $3.79M | Sell |
69,696
-9,977
| -13% | -$543K | 2.67% | 12 |
|
|
2023
Q4 | $4.15M | Sell |
79,673
-4,991
| -6% | -$260K | 3.21% | 11 |
|
|
2023
Q3 | $4.14M | Buy |
84,664
+21,346
| +34% | +$1.04M | 3.44% | 10 |
|
|
2023
Q2 | $3.1M | Sell |
63,318
-16,996
| -21% | -$832K | 2.48% | 14 |
|
|
2023
Q1 | $3.9M | Sell |
80,314
-7,201
| -8% | -$349K | 3.34% | 9 |
|
|
2022
Q4 | $4.02M | Buy |
+87,515
| New | +$4.02M | 3.66% | 9 |
|