Freestone Capital Holdings’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 | $324K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $94.1K | Buy |
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|
2020
Q3 | $72.2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.64K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $884K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $283K | Hold |
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|
2018
Q1 | $300K | Hold |
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|
2017
Q4 | $304K | Buy |
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