Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-751
| Closed | -$43K | – | 723 |
|
|
2024
Q3 | $43K | Hold |
751
| – | – | 0.01% | 505 |
|
|
2024
Q2 | $39K | Buy |
751
+559
| +291% | +$29K | 0.01% | 522 |
|
|
2024
Q1 | $10.5K | Buy |
192
+20
| +12% | +$1.09K | ﹤0.01% | 802 |
|
|
2023
Q4 | $8K | Buy |
172
+51
| +42% | +$2.37K | ﹤0.01% | 810 |
|
|
2023
Q3 | $5.93K | Buy |
+121
| New | +$5.93K | ﹤0.01% | 902 |
|
|
2023
Q1 | $11K | Buy |
+226
| New | +$11K | ﹤0.01% | 776 |
|
|
2022
Q4 | – | Sell |
-613
| Closed | -$23K | – | 518 |
|
|
2022
Q3 | $23K | Buy |
+613
| New | +$23K | 0.01% | 546 |
|