Foundation Wealth Management (Missouri)’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 | $3.77M | Sell |
59,420
-2,701
| -4% | -$171K | 2.63% | 7 |
|
|
2025
Q1 | $3.66M | Sell |
62,121
-1,880
| -3% | -$111K | 2.87% | 7 |
|
|
2024
Q4 | $3.36M | Buy |
64,001
+289
| +0.5% | +$15.2K | 2.61% | 8 |
|
|
2024
Q3 | $3.67M | Sell |
63,712
-2,940
| -4% | -$169K | 2.78% | 8 |
|
|
2024
Q2 | $3.53M | Sell |
66,652
-422
| -0.6% | -$22.4K | 2.77% | 7 |
|
|
2024
Q1 | $3.65M | Sell |
67,074
-1,627
| -2% | -$88.5K | 2.97% | 6 |
|
|
2023
Q4 | $3.58M | Sell |
68,701
-584
| -0.8% | -$30.4K | 3.2% | 7 |
|
|
2023
Q3 | $3.39M | Buy |
69,285
+523
| +0.8% | +$25.6K | 3.39% | 6 |
|
|
2023
Q2 | $3.37M | Sell |
68,762
-794
| -1% | -$38.9K | 3.28% | 7 |
|
|
2023
Q1 | $3.38M | Buy |
69,556
+5,345
| +8% | +$259K | 3.47% | 6 |
|
|
2022
Q4 | $2.95M | Buy |
+64,211
| New | +$2.95M | 2.99% | 11 |
|