Heritage Wealth Management (Arizona)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$442K	Sell
2024 Q1	$468K	Sell
2023 Q4	$459K	Buy
2022 Q4	$875K	Buy
2022 Q3	$345K	Sell
2022 Q2	$395K	Sell
2022 Q1	$532K	Buy
2021 Q3	$476K	Buy
2021 Q2	$422K	Buy
2021 Q1	$247K	Buy