FullCircle Wealth’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 | $3.39M | Buy |
52,927
+20,182
| +62% | +$1.29M | 1.26% | 16 |
|
|
2025
Q1 | $2M | Sell |
32,745
-10,187
| -24% | -$622K | 0.82% | 28 |
|
|
2024
Q4 | $2.44M | Buy |
42,932
+6,124
| +17% | +$348K | 1% | 23 |
|
|
2024
Q3 | $2.05M | Buy |
36,808
+22,196
| +152% | +$1.24M | 0.92% | 25 |
|
|
2024
Q2 | $794K | Buy |
+14,612
| New | +$794K | 0.39% | 89 |
|