Foundation Wealth Management (Pennsylvania)’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	$1.49M	Sell	23,408 -1,886	-7%	-$120K	0.64%	37
2025 Q1	$1.49M	Sell	25,294 -135	-0.5%	-$7.96K	0.71%	37
2024 Q4	$1.33M	Buy	+25,429	New	+$1.33M	0.65%	37