FWP
EFV icon

Firethorn Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Firethorn Wealth Partners’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.09M Sell
40,348
-24,008
-37% -$1.86M 1% 23
2026
Q1 		$4.78M Sell
64,356
-17,892
-22% -$1.34M 1.75% 10
2025
Q4 		$5.87M Sell
82,248
-8,469
-9% -$588K 2.2% 10
2025
Q3 		$6.15M Sell
90,717
-8,210
-8% -$541K 2.42% 10
2025
Q2 		$6.28M Buy
98,927
+19,735
+25% +$1.21M 2.72% 9
2025
Q1 		$4.67M Sell
79,192
-15,077
-16% -$853K 2.23% 11
2024
Q4 		$4.95M Buy
94,269
+2,869
+3% +$157K 2.46% 11
2024
Q3 		$5.26M Buy
91,400
+41,571
+83% +$2.3M 2.67% 10
2024
Q2 		$2.64M Sell
49,829
-32,053
-39% -$1.74M 1.49% 13
2024
Q1 		$4.45M Sell
81,882
-13,596
-14% -$710K 2.62% 6
2023
Q4 		$4.97M Sell
95,478
-3,977
-4% -$197K 3.26% 5
2023
Q3 		$4.87M Buy
99,455
+28,402
+40% +$1.41M 3.73% 5
2023
Q2 		$3.48M Buy
71,053
+427
+0.6% +$21K 2.59% 11
2023
Q1 		$3.54M Sell
70,626
-18,648
-21% -$903K 2.77% 11
2022
Q4 		$4.1M Buy
89,274
+6,373
+8% +$277K 3.46% 6
2022
Q3 		$3.19M Sell
82,901
-20,705
-20% -$883K 2.97% 7
2022
Q2 		$4.6M Buy
103,606
+3,575
+4% +$170K 3.73% 6
2022
Q1 		$5.03M Sell
100,031
-17,231
-15% -$876K 3.81% 5
2021
Q4 		$5.91M Buy
+117,262
New +$5.99M 4.44% 6
2021
Q2 		$5.48M Buy
105,886
+15,764
+17% +$834K 4.59% 4
2021
Q1 		$4.59M Buy
+90,122
New +$4.48M 4.28% 5

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SEIA
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EWM
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BAM
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OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return