Financial Life 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 | $14.6M | Buy |
230,726
+4,670
| +2% | +$296K | 5.01% | 6 |
|
|
2025
Q1 | $13.3M | Buy |
226,056
+7,374
| +3% | +$435K | 4.97% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
218,682
+841
| +0.4% | +$44.1K | 4.31% | 7 |
|
|
2024
Q3 | $12.5M | Buy |
217,841
+6,032
| +3% | +$347K | 4.73% | 6 |
|
|
2024
Q2 | $11.2M | Sell |
211,809
-28,339
| -12% | -$1.5M | 4.56% | 6 |
|
|
2024
Q1 | $13.1M | Sell |
240,148
-3,151
| -1% | -$171K | 5.47% | 6 |
|
|
2023
Q4 | $12.7M | Sell |
243,299
-17,584
| -7% | -$916K | 5.45% | 6 |
|
|
2023
Q3 | $12.8M | Buy |
260,883
+8,737
| +3% | +$428K | 5.49% | 7 |
|
|
2023
Q2 | $12.3M | Buy |
252,146
+52,168
| +26% | +$2.55M | 5.15% | 7 |
|
|
2023
Q1 | $9.7M | Buy |
199,978
+22,410
| +13% | +$1.09M | 4.17% | 7 |
|
|
2022
Q4 | $8.15M | Buy |
177,568
+159,250
| +869% | +$7.31M | 3.76% | 6 |
|
|
2022
Q3 | $706K | Buy |
+18,318
| New | +$706K | 0.35% | 33 |
|