Grand 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 | $11.3K | Hold |
178
| – | – | 0.01% | 64 |
|
|
2025
Q1 | $10.5K | Hold |
178
| – | – | 0.01% | 59 |
|
|
2024
Q4 | $9.34K | Sell |
178
-19
| -10% | -$997 | 0.01% | 59 |
|
|
2024
Q3 | $11.3K | Buy |
+197
| New | +$11.3K | 0.01% | 56 |
|
|
2022
Q2 | – | Sell |
-161
| Closed | -$8K | – | 60 |
|
|
2022
Q1 | $8K | Hold |
161
| – | – | ﹤0.01% | 56 |
|
|
2021
Q4 | $8K | Buy |
+161
| New | +$8K | ﹤0.01% | 56 |
|