HP
Holistic Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
6,482
+1,669
| +35% | +$106K | 0.12% | 140 |
|
|
2025
Q1 | $284K | Sell |
4,813
-312
| -6% | -$18.4K | 0.1% | 146 |
|
|
2024
Q4 | $269K | Sell |
5,125
-1,447
| -22% | -$75.9K | 0.1% | 143 |
|
|
2024
Q3 | $378K | Sell |
6,572
-939
| -13% | -$54K | 0.16% | 98 |
|
|
2024
Q2 | $409K | Sell |
7,511
-604
| -7% | -$32.9K | 0.31% | 70 |
|
|
2024
Q1 | $441K | Sell |
8,115
-1,010
| -11% | -$54.9K | 0.34% | 69 |
|
|
2023
Q4 | $475K | Buy |
+9,125
| New | +$475K | 0.4% | 62 |
|