Fonville Wealth Management’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 | $1.05M | Sell |
16,477
-153
| -0.9% | -$9.71K | 0.26% | 61 |
|
|
2025
Q1 | $1.02M | Sell |
16,630
-499
| -3% | -$30.5K | 0.3% | 58 |
|
|
2024
Q4 | $899K | Sell |
17,129
-101
| -0.6% | -$5.3K | 0.3% | 56 |
|
|
2024
Q3 | $991K | Sell |
17,230
-265
| -2% | -$15.2K | 0.34% | 55 |
|
|
2024
Q2 | $928K | Sell |
17,495
-480
| -3% | -$25.5K | 0.37% | 54 |
|
|
2024
Q1 | $978K | Sell |
17,975
-202
| -1% | -$11K | 0.43% | 54 |
|
|
2023
Q4 | $947K | Buy |
+18,177
| New | +$947K | 0.5% | 51 |
|