Founders Financial Alliance’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 | $82.1K | Sell |
1,294
-577
| -31% | -$36.6K | 0.02% | 361 |
|
|
2025
Q1 | $110K | Sell |
1,871
-54
| -3% | -$3.18K | 0.03% | 376 |
|
|
2024
Q4 | $101K | Buy |
1,925
+5
| +0.3% | +$262 | 0.03% | 323 |
|
|
2024
Q3 | $110K | Sell |
1,920
-835
| -30% | -$48K | 0.03% | 321 |
|
|
2024
Q2 | $146K | Buy |
2,755
+21
| +0.8% | +$1.11K | 0.04% | 294 |
|
|
2024
Q1 | $149K | Sell |
2,734
-30
| -1% | -$1.63K | 0.04% | 294 |
|
|
2023
Q4 | $144K | Buy |
2,764
+13
| +0.5% | +$677 | 0.06% | 267 |
|
|
2023
Q3 | $135K | Sell |
2,751
-2,144
| -44% | -$105K | 0.06% | 247 |
|
|
2023
Q2 | $240K | Buy |
4,895
+2,123
| +77% | +$104K | 0.09% | 225 |
|
|
2023
Q1 | $135K | Sell |
2,772
-64
| -2% | -$3.11K | 0.07% | 230 |
|
|
2022
Q4 | $130K | Sell |
2,836
-135
| -5% | -$6.19K | 0.06% | 251 |
|
|
2022
Q3 | $114K | Sell |
2,971
-173
| -6% | -$6.64K | 0.06% | 247 |
|
|
2022
Q2 | $136K | Sell |
3,144
-32
| -1% | -$1.38K | 0.07% | 237 |
|
|
2022
Q1 | $160K | Buy |
3,176
+65
| +2% | +$3.28K | 0.07% | 228 |
|
|
2021
Q4 | $157K | Buy |
3,111
+667
| +27% | +$33.7K | 0.06% | 264 |
|
|
2021
Q3 | $124K | Buy |
2,444
+892
| +57% | +$45.3K | 0.06% | 261 |
|
|
2021
Q2 | $80K | Buy |
1,552
+275
| +22% | +$14.2K | 0.04% | 312 |
|
|
2021
Q1 | $67K | Buy |
+1,277
| New | +$67K | 0.03% | 307 |
|