Golden State 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
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $978K | Buy |
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|
2022
Q1 | $538K | Sell |
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|
2021
Q4 | $717K | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $404K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $69K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $53K | Buy |
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|
2019
Q2 | $47K | Buy |
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|
2019
Q1 | $45K | Buy |
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