IAG Wealth 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 | $4.25K | Hold |
67
| – | – | ﹤0.01% | 414 |
|
|
2025
Q1 | $3.95K | Hold |
67
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $3.52K | Buy |
+67
| New | +$3.52K | ﹤0.01% | 447 |
|
|
2022
Q2 | – | Sell |
-833
| Closed | -$42K | – | 445 |
|
|
2022
Q1 | $42K | Hold |
833
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $42K | Buy |
+833
| New | +$42K | 0.01% | 150 |
|
|
2020
Q2 | – | Sell |
-280
| Closed | -$10K | – | 428 |
|
|
2020
Q1 | $10K | Sell |
280
-19,144
| -99% | -$684K | 0.01% | 201 |
|
|
2019
Q4 | $970K | Buy |
+19,424
| New | +$970K | 0.63% | 27 |
|