GeoWealth 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
Q2 | $2.71M | Buy |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.01M | Buy |
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