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Hobbs Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Hobbs Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.4M Buy
163,729
+66,940
+69% +$4.25M 9.92% 3
2025
Q1 		$5.7M Sell
96,789
-18,514
-16% -$1.09M 6.33% 6
2024
Q4 		$6.05M Buy
+115,303
New +$6.05M 6.91% 6