Fortis Advisors’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
Q2 | $340K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $67.5K | Sell |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $142K | Buy |
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|
2021
Q1 | $55K | Buy |
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