Hill Investment Group Partners’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 | $543K | Buy |
8,556
+113
| +1% | +$7.17K | 0.07% | 32 |
|
|
2025
Q1 | $498K | Sell |
8,443
-561
| -6% | -$33.1K | 0.07% | 32 |
|
|
2024
Q4 | $472K | Sell |
9,004
-10,503
| -54% | -$551K | 0.06% | 48 |
|
|
2024
Q3 | $1.04M | Sell |
19,507
-25
| -0.1% | -$1.33K | 0.14% | 32 |
|
|
2024
Q2 | $1.07M | Sell |
19,532
-1,158
| -6% | -$63.4K | 0.14% | 32 |
|
|
2024
Q1 | $1.13M | Sell |
20,690
-1,273
| -6% | -$69.3K | 0.16% | 31 |
|
|
2023
Q4 | $1.14M | Sell |
21,963
-7,264
| -25% | -$378K | 0.17% | 29 |
|
|
2023
Q3 | $1.43M | Sell |
29,227
-3,278
| -10% | -$160K | 0.24% | 28 |
|
|
2023
Q2 | $1.59M | Sell |
32,505
-6,544
| -17% | -$320K | 0.29% | 24 |
|
|
2023
Q1 | $1.9M | Sell |
39,049
-933
| -2% | -$45.3K | 0.37% | 24 |
|
|
2022
Q4 | $1.83M | Sell |
39,982
-16,740
| -30% | -$768K | 0.44% | 23 |
|
|
2022
Q3 | $2.19M | Buy |
56,722
+6,736
| +13% | +$260K | 0.63% | 21 |
|
|
2022
Q2 | $2.17M | Sell |
49,986
-4,285
| -8% | -$186K | 0.61% | 20 |
|
|
2022
Q1 | $2.73M | Buy |
54,271
+7,618
| +16% | +$383K | 0.89% | 16 |
|
|
2021
Q4 | $2.35M | Buy |
46,653
+5,177
| +12% | +$261K | 1.37% | 10 |
|
|
2021
Q3 | $2.11M | Buy |
41,476
+11,614
| +39% | +$591K | 1.36% | 11 |
|
|
2021
Q2 | $1.55M | Buy |
+29,862
| New | +$1.55M | 1.28% | 10 |
|