Geneos Wealth Management’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
Q3 | $4.73M | Buy |
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|
2025
Q2 | $4.35M | Sell |
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|
2025
Q1 | $8.18M | Buy |
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|
2024
Q4 | $3.6M | Buy |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.71M | Buy |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.78M | Sell |
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|
2021
Q3 | $6.51M | Buy |
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|
2021
Q2 | $6.42M | Sell |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $5.96M | Buy |
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|
2020
Q3 | $2.72M | Buy |
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|
2020
Q2 | $2.63M | Buy |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $3.07M | Buy |
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|
2019
Q3 | $2.83M | Buy |
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|
2019
Q2 | $2.72M | Buy |
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|
2019
Q1 | $2.63M | Buy |
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|
2018
Q4 | $2.35M | Buy |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $1.93M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $975K | Buy |
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|
2017
Q1 | $873K | Buy |
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|
2016
Q4 | $815K | Buy |
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|
2016
Q3 | $729K | Buy |
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|
2016
Q2 | $603K | Buy |
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|
2016
Q1 | $486K | Buy |
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