IFA
Interactive Financial Advisors’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 | $4.12M | Sell |
64,940
-1,836
| -3% | -$117K | 2.01% | 17 |
|
|
2025
Q1 | $3.94M | Sell |
66,776
-776
| -1% | -$45.7K | 2.08% | 16 |
|
|
2024
Q4 | $3.54M | Buy |
67,552
+1,454
| +2% | +$76.3K | 1.86% | 17 |
|
|
2024
Q3 | $3.8M | Buy |
66,098
+114
| +0.2% | +$6.56K | 1.96% | 17 |
|
|
2024
Q2 | $3.5M | Sell |
65,984
-453
| -0.7% | -$24K | 1.93% | 17 |
|
|
2024
Q1 | $3.61M | Sell |
66,437
-46,598
| -41% | -$2.53M | 2% | 15 |
|
|
2023
Q4 | $11.2M | Buy |
113,035
+46,706
| +70% | +$4.64M | 6.01% | 4 |
|
|
2023
Q3 | $3.25M | Sell |
66,329
-4,356
| -6% | -$213K | 2.19% | 11 |
|
|
2023
Q2 | $3.46M | Sell |
70,685
-114,420
| -62% | -$5.6M | 2.35% | 10 |
|
|
2023
Q1 | $8.98M | Sell |
185,105
-1,077
| -0.6% | -$52.3K | 5.76% | 4 |
|
|
2022
Q4 | $8.54M | Buy |
186,182
+2,288
| +1% | +$105K | 5.12% | 4 |
|
|
2022
Q3 | $7.09M | Buy |
183,894
+1,804
| +1% | +$69.5K | 4.11% | 6 |
|
|
2022
Q2 | $8.01M | Buy |
182,090
+13,965
| +8% | +$615K | 4.03% | 10 |
|
|
2022
Q1 | $8.45M | Sell |
168,125
-16,786
| -9% | -$844K | 3.96% | 8 |
|
|
2021
Q4 | $9.32M | Buy |
184,911
+3,991
| +2% | +$201K | 3.55% | 8 |
|
|
2021
Q3 | $9.22M | Buy |
180,920
+2,480
| +1% | +$126K | 4.03% | 7 |
|
|
2021
Q2 | $9.24M | Sell |
178,440
-16,335
| -8% | -$845K | 3.76% | 7 |
|
|
2021
Q1 | $9.93M | Buy |
194,775
+13,285
| +7% | +$677K | 4.16% | 8 |
|
|
2020
Q4 | $8.57M | Sell |
181,490
-5,839
| -3% | -$276K | 3.9% | 8 |
|
|
2020
Q3 | $7.56M | Sell |
187,329
-3,284
| -2% | -$133K | 3.75% | 10 |
|
|
2020
Q2 | $7.62M | Buy |
190,613
+6,246
| +3% | +$250K | 3.75% | 9 |
|
|
2020
Q1 | $6.58M | Sell |
184,367
-19
| -0% | -$678 | 5.81% | 6 |
|
|
2019
Q4 | $9.21M | Buy |
184,386
+3,737
| +2% | +$187K | 4.15% | 7 |
|
|
2019
Q3 | $8.56M | Sell |
180,649
-2,169
| -1% | -$103K | 3.94% | 8 |
|
|
2019
Q2 | $8.79M | Buy |
182,818
+3,695
| +2% | +$178K | 4.03% | 8 |
|
|
2019
Q1 | $8.76M | Buy |
179,123
+11,651
| +7% | +$570K | 4.22% | 7 |
|
|
2018
Q4 | $7.57M | Buy |
167,472
+3,387
| +2% | +$153K | 3.92% | 7 |
|
|
2018
Q3 | $8.52M | Buy |
164,085
+2,132
| +1% | +$111K | 4.05% | 8 |
|
|
2018
Q2 | $8.32M | Sell |
161,953
-704
| -0.4% | -$36.1K | 3.93% | 8 |
|
|
2018
Q1 | $8.87M | Sell |
162,657
-15,197
| -9% | -$829K | 4.24% | 8 |
|
|
2017
Q4 | $9.82M | Sell |
177,854
-2,293
| -1% | -$127K | 4.32% | 8 |
|
|
2017
Q3 | $9.84M | Buy |
180,147
+5,399
| +3% | +$295K | 4.48% | 10 |
|
|
2017
Q2 | $9.03M | Sell |
174,748
-2,073
| -1% | -$107K | 4.25% | 8 |
|
|
2017
Q1 | $8.89M | Buy |
176,821
+2,823
| +2% | +$142K | 4.33% | 7 |
|
|
2016
Q4 | $8.22M | Sell |
173,998
-2,407
| -1% | -$114K | 4.14% | 7 |
|
|
2016
Q3 | $8.14M | Buy |
176,405
+610
| +0.3% | +$28.2K | 4.08% | 8 |
|
|
2016
Q2 | $7.55M | Buy |
175,795
+1,674
| +1% | +$71.9K | 3.98% | 7 |
|
|
2016
Q1 | $7.81M | Buy |
174,121
+4,772
| +3% | +$214K | 4.79% | 6 |
|
|
2015
Q4 | $7.88M | Sell |
169,349
-1,652
| -1% | -$76.9K | 4.57% | 8 |
|
|
2015
Q3 | $7.92M | Sell |
171,001
-5,278
| -3% | -$244K | 4.49% | 8 |
|
|
2015
Q2 | $9.23M | Sell |
176,279
-20,522
| -10% | -$1.07M | 4.98% | 9 |
|
|
2015
Q1 | $10.5M | Sell |
196,801
-19,147
| -9% | -$1.02M | 5.63% | 6 |
|
|
2014
Q4 | $11M | Buy |
215,948
+4,324
| +2% | +$221K | 6.04% | 6 |
|
|
2014
Q3 | $11.6M | Sell |
211,624
-1,972
| -0.9% | -$108K | 6.58% | 5 |
|
|
2014
Q2 | $12.5M | Sell |
213,596
-12,606
| -6% | -$738K | 7.07% | 5 |
|
|
2014
Q1 | $13M | Buy |
226,202
+1,101
| +0.5% | +$63.4K | 7.56% | 5 |
|
|
2013
Q4 | $12.9M | Buy |
225,101
+2,322
| +1% | +$133K | 7.58% | 5 |
|
|
2013
Q3 | $12.1M | Buy |
222,779
+11,331
| +5% | +$616K | 7.41% | 5 |
|
|
2013
Q2 | $10.2M | Buy |
+211,448
| New | +$10.2M | 7.53% | 5 |
|