Intelligence Driven Advisers’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
2026 Q1	$403K	Hold	5,414	–	–	0.07%	73
2025 Q4	$387K	Hold	5,414	–	–	0.06%	84
2025 Q3	$367K	Hold	5,414	–	–	0.05%	83
2025 Q2	$344K	Hold	5,414	–	–	0.05%	79
2025 Q1	$319K	Hold	5,414	–	–	0.06%	71
2024 Q4	$284K	Hold	5,414	–	–	0.05%	77
2024 Q3	$311K	Hold	5,414	–	–	0.04%	82
2024 Q2	$287K	Hold	5,414	–	–	0.04%	85
2024 Q1	$295K	Sell	5,414 -195	-3%	-$10.2K	0.04%	77
2023 Q4	$289K	Sell	5,609 -1,375	-20%	-$68K	0.05%	68
2023 Q3	$330K	Buy	6,984 +119	+2%	+$5.89K	0.06%	61
2023 Q2	$328K	Buy	6,865 +30	+0.4%	+$1.48K	0.06%	66
2023 Q1	$333K	Sell	6,835 -4,940	-42%	-$239K	0.06%	64
2022 Q4	$559K	Sell	11,775 -525,132	-98%	-$22.8M	0.1%	52
2022 Q3	$21.3M	Buy	536,907 +22,061	+4%	+$940K	4.29%	6
2022 Q2	$21.7M	Buy	514,846 +31,287	+6%	+$1.49M	4.25%	4
2022 Q1	$24.1M	Buy	483,559 +11,114	+2%	+$565K	4.4%	7
2021 Q4	$24.2M	Sell	472,445 -133,394	-22%	-$6.81M	4.45%	9
2021 Q3	$31M	Buy	605,839 +139,279	+30%	+$7.22M	6.95%	3
2021 Q2	$24.1M	Buy	+466,560	New	+$24.7M	4.69%	9