FineMark National Bank & Trust’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 | $217K | Buy |
+3,416
| New | +$217K | 0.01% | 418 |
|
|
2024
Q4 | – | Sell |
-3,721
| Closed | -$214K | – | 445 |
|
|
2024
Q3 | $214K | Sell |
3,721
-90
| -2% | -$5.18K | 0.01% | 398 |
|
|
2024
Q2 | $202K | Buy |
+3,811
| New | +$202K | 0.01% | 403 |
|
|
2017
Q1 | – | Sell |
-1,555
| Closed | -$73K | – | 552 |
|
|
2016
Q4 | $73K | Buy |
+1,555
| New | +$73K | 0.01% | 550 |
|
|
2015
Q3 | – | Sell |
-961
| Closed | -$50K | – | 1530 |
|
|
2015
Q2 | $50K | Buy |
+961
| New | +$50K | 0.01% | 655 |
|