IFWM
Institute for Wealth Management’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 | $330K | Buy |
5,191
+1
| +0% | +$63 | 0.04% | 407 |
|
|
2025
Q1 | $306K | Buy |
+5,190
| New | +$306K | 0.04% | 409 |
|
|
2020
Q1 | – | Sell |
-412
| Closed | -$21K | – | 441 |
|
|
2019
Q4 | $21K | Buy |
+412
| New | +$21K | ﹤0.01% | 559 |
|
|
2019
Q3 | – | Sell |
-25,240
| Closed | -$1.21M | – | 436 |
|
|
2019
Q2 | $1.21M | Sell |
25,240
-451
| -2% | -$21.7K | 0.27% | 103 |
|
|
2019
Q1 | $1.26M | Buy |
+25,691
| New | +$1.26M | 0.27% | 96 |
|
|
2018
Q2 | – | Sell |
-27,818
| Closed | -$1.55M | – | 217 |
|
|
2018
Q1 | $1.55M | Sell |
27,818
-1,869
| -6% | -$104K | 0.46% | 70 |
|
|
2017
Q4 | $1.65M | Buy |
+29,687
| New | +$1.65M | 0.38% | 77 |
|