Gen-Wealth Partners’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 | $8.22M | Buy |
129,427
+36,461
| +39% | +$2.31M | 3.17% | 2 |
|
|
2025
Q1 | $5.48M | Sell |
92,966
-6,937
| -7% | -$409K | 2.29% | 6 |
|
|
2024
Q4 | $5.24M | Buy |
99,903
+6,771
| +7% | +$355K | 2.25% | 7 |
|
|
2024
Q3 | $5.14M | Buy |
93,132
+47,393
| +104% | +$2.62M | 2.25% | 7 |
|
|
2024
Q2 | $2.43M | Sell |
45,739
-29,563
| -39% | -$1.57M | 1.17% | 12 |
|
|
2024
Q1 | $4.1M | Buy |
+75,302
| New | +$4.1M | 2.03% | 5 |
|