Investment Advisory Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$342K Buy
5,382
+4
+0.1% +$254 0.1% 128
2025
Q1
$317K Buy
+5,378
New +$317K 0.11% 125
2022
Q2
Sell
-7,102
Closed -$356K 126
2022
Q1
$356K Hold
7,102
0.22% 82
2021
Q4
$377K Buy
+7,102
New +$377K 0.24% 75