Integrated Advisors Network’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.77M | Buy |
27,870
+8,079
| +41% | +$513K | 0.08% | 255 |
|
2025
Q1 | $1.17M | Buy |
19,791
+11,046
| +126% | +$651K | 0.06% | 287 |
|
2024
Q4 | $459K | Buy |
8,745
+1,462
| +20% | +$76.7K | 0.02% | 473 |
|
2024
Q3 | $419K | Buy |
7,283
+1,204
| +20% | +$69.3K | 0.02% | 511 |
|
2024
Q2 | $322K | Buy |
6,079
+142
| +2% | +$7.53K | 0.02% | 545 |
|
2024
Q1 | $323K | Sell |
5,937
-296
| -5% | -$16.1K | 0.02% | 566 |
|
2023
Q4 | $325K | Sell |
6,233
-182
| -3% | -$9.48K | 0.02% | 533 |
|
2023
Q3 | $314K | Buy |
6,415
+33
| +0.5% | +$1.62K | 0.02% | 517 |
|
2023
Q2 | $312K | Sell |
6,382
-466
| -7% | -$22.8K | 0.02% | 528 |
|
2023
Q1 | $332K | Sell |
6,848
-158
| -2% | -$7.67K | 0.02% | 526 |
|
2022
Q4 | $321K | Sell |
7,006
-463
| -6% | -$21.2K | 0.02% | 501 |
|
2022
Q3 | $288K | Buy |
7,469
+336
| +5% | +$13K | 0.02% | 516 |
|
2022
Q2 | $310K | Sell |
7,133
-379
| -5% | -$16.5K | 0.02% | 518 |
|
2022
Q1 | $378K | Sell |
7,512
-62
| -0.8% | -$3.12K | 0.02% | 501 |
|
2021
Q4 | $382K | Sell |
7,574
-24,427
| -76% | -$1.23M | 0.02% | 472 |
|
2021
Q3 | $1.63M | Buy |
32,001
+3,428
| +12% | +$174K | 0.11% | 188 |
|
2021
Q2 | $1.48M | Buy |
+28,573
| New | +$1.48M | 0.11% | 183 |
|