Icon Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29.4M | Buy |
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2023
Q2 | $22M | Buy |
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2023
Q1 | $19.9M | Buy |
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|
2022
Q2 | $20.8M | Sell |
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|
2022
Q1 | $24.8M | Buy |
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|
2021
Q4 | $23.9M | Buy |
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|
2021
Q3 | $22.4M | Buy |
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|
2021
Q2 | $21.4M | Buy |
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|
2021
Q1 | $17M | Buy |
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|
2020
Q4 | $1.31M | Hold |
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|
2020
Q3 | $1.12M | Hold |
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|
2020
Q2 | $1.11M | Buy |
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