Gateway Wealth Partners’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
2026
Q1
$14.9M Buy
199,828
+131,335
+192% +$9.87M 0.58% 37
2025
Q4
$4.89M Sell
68,493
-3,018
-4% -$210K 0.54% 50
2025
Q3
$4.85M Sell
71,511
-6,500
-8% -$428K 0.65% 45
2025
Q2
$4.95M Buy
78,011
+31,811
+69% +$1.95M 0.94% 29
2025
Q1
$2.72M Sell
46,200
-12,608
-21% -$713K 0.61% 48
2024
Q4
$3.09M Buy
58,808
+5,147
+10% +$282K 0.8% 33
2024
Q3
$3.09M Buy
53,661
+34,957
+187% +$1.93M 0.85% 29
2024
Q2
$992K Sell
18,704
-11,122
-37% -$605K 0.3% 86
2024
Q1
$1.62M Sell
29,826
-15,668
-34% -$818K 0.58% 46
2023
Q4
$2.37M Buy
45,494
+1,227
+3% +$60.7K 0.95% 27
2023
Q3
$2.17M Buy
44,267
+17,297
+64% +$857K 0.39% 53
2023
Q2
$1.32M Sell
26,970
-1,248
-4% -$61.4K 0.24% 65
2023
Q1
$1.37M Sell
28,218
-4,066
-13% -$197K 0.21% 67
2022
Q4
$1.48M Buy
+32,284
New +$1.4M 0.25% 53

Other funds holding EFV