GHP Investment Advisors’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 | $595K | Hold |
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|
2025
Q2 | $557K | Sell |
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|
2025
Q1 | $529K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $948K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $985K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $1.92M | Sell |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $1.87M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $576K | Buy |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $443K | Sell |
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|
2020
Q2 | $695K | Sell |
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|
2020
Q1 | $940K | Sell |
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|
2019
Q4 | $1.87M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $1.84M | Sell |
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|
2019
Q1 | $1.88M | Buy |
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|
2018
Q4 | $1.73M | Sell |
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|
2018
Q3 | $4.73M | Sell |
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|
2018
Q2 | $4.76M | Sell |
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|
2018
Q1 | $5.12M | Sell |
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|
2017
Q4 | $5.21M | Buy |
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|
2017
Q3 | $5.14M | Sell |
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|
2017
Q2 | $4.95M | Sell |
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|
2017
Q1 | $6.77M | Buy |
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|
2016
Q4 | $4.52M | Buy |
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|
2016
Q3 | $3.44M | Buy |
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|
2016
Q2 | $2.3M | Buy |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $878K | Sell |
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|
2015
Q2 | $995K | Buy |
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|
2015
Q1 | $993K | Sell |
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|
2014
Q4 | $975K | Sell |
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|
2014
Q3 | $1.07M | Buy |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $1.1M | Buy |
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|
2013
Q4 | $1.07M | Buy |
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|
2013
Q3 | $906K | Buy |
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|
2013
Q2 | $758K | Buy |
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