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

Institute for Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$352K	Hold
2025 Q2	$330K	Buy
2025 Q1	$306K	Buy
2020 Q1	–	Sell
2019 Q4	$21K	Buy
2019 Q3	–	Sell
2019 Q2	$1.21M	Sell
2019 Q1	$1.26M	Buy
2018 Q2	–	Sell
2018 Q1	$1.55M	Sell
2017 Q4	$1.65M	Buy