Fonville Wealth Management’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
$1.1M Sell
2025
Q2
$1.05M Sell
2025
Q1
$1.02M Sell
2024
Q4
$899K Sell
2024
Q3
$991K Sell
2024
Q2
$928K Sell
2024
Q1
$978K Sell
2023
Q4
$947K Buy