Financial Gravity Asset Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $95.9K | Buy |
+1,627
| New | +$95.9K | 0.02% | 228 |
|
|
2024
Q2 | $249K | Sell |
4,696
-8,590
| -65% | -$456K | 0.06% | 108 |
|
|
2024
Q1 | $703K | Sell |
13,286
-556,501
| -98% | -$29.4M | 0.09% | 92 |
|
|
2023
Q4 | $2.42M | Buy |
569,787
+8,622
| +2% | +$36.6K | 0.03% | 195 |
|
|
2023
Q3 | $1.97M | Buy |
561,165
+508,642
| +968% | +$1.79M | 0.02% | 215 |
|
|
2023
Q2 | $2.57K | Buy |
52,523
+3,086
| +6% | +$151 | 0.01% | 601 |
|
|
2023
Q1 | $2.39K | Buy |
+49,437
| New | +$2.39K | 0.07% | 271 |
|
|
2019
Q4 | – | Sell |
-360
| Closed | -$17K | – | 1460 |
|
|
2019
Q3 | $17K | Hold |
360
| – | – | 0.01% | 496 |
|
|
2019
Q2 | $17K | Hold |
360
| – | – | 0.01% | 502 |
|
|
2019
Q1 | $18K | Buy |
+360
| New | +$18K | 0.01% | 457 |
|
|
2018
Q3 | $17K | Hold |
360
| – | – | 0.02% | 490 |
|
|
2018
Q2 | $18K | Buy |
360
+55
| +18% | +$2.75K | 0.02% | 484 |
|
|
2018
Q1 | $17K | Buy |
+305
| New | +$17K | 0.02% | 515 |
|