FineMark National Bank & Trust’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
$230K Sell
2025
Q2
$217K Buy
2024
Q4
Sell
2024
Q3
$214K Sell
2024
Q2
$202K Buy
2017
Q1
Sell
2016
Q4
$73K Buy
2015
Q3
Sell
2015
Q2
$50K Buy