FFM
Forum Financial Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,933
| Closed | -$311K | – | 880 |
|
|
2024
Q4 | $311K | Buy |
5,933
+122
| +2% | +$6.4K | 0.01% | 592 |
|
|
2024
Q3 | $334K | Buy |
5,811
+455
| +8% | +$26.2K | 0.01% | 466 |
|
|
2024
Q2 | $284K | Sell |
5,356
-450
| -8% | -$23.9K | 0.01% | 504 |
|
|
2024
Q1 | $316K | Buy |
5,806
+395
| +7% | +$21.5K | 0.01% | 479 |
|
|
2023
Q4 | $282K | Hold |
5,411
| – | – | 0.01% | 477 |
|
|
2023
Q3 | $265K | Hold |
5,411
| – | – | 0.01% | 465 |
|
|
2023
Q2 | $265K | Sell |
5,411
-360
| -6% | -$17.6K | 0.01% | 483 |
|
|
2023
Q1 | $280K | Buy |
5,771
+62
| +1% | +$3.01K | 0.01% | 425 |
|
|
2022
Q4 | $262K | Sell |
5,709
-390
| -6% | -$17.9K | 0.01% | 434 |
|
|
2022
Q3 | $235K | Hold |
6,099
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $265K | Sell |
6,099
-961
| -14% | -$41.8K | 0.01% | 400 |
|
|
2022
Q1 | $354K | Sell |
7,060
-111
| -2% | -$5.57K | 0.02% | 324 |
|
|
2021
Q4 | $361K | Buy |
+7,171
| New | +$361K | 0.02% | 333 |
|