Gilliland Jeter Wealth Management’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 | $205K | Buy |
+3,230
| New | +$205K | 0.07% | 173 |
|
|
2025
Q1 | – | Sell |
-8,515
| Closed | -$447K | – | 178 |
|
|
2024
Q4 | $447K | Buy |
8,515
+2,434
| +40% | +$128K | 0.15% | 113 |
|
|
2024
Q3 | $350K | Buy |
6,081
+3,216
| +112% | +$185K | 0.11% | 134 |
|
|
2024
Q2 | $152K | Sell |
2,865
-135
| -5% | -$7.16K | 0.05% | 184 |
|
|
2024
Q1 | $163K | Buy |
+3,000
| New | +$163K | 0.06% | 180 |
|