J.W. Cole Advisors’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 | – | Sell |
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|
2025
Q4 | $2.41M | Buy |
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|
2025
Q3 | $2.71M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $693K | Buy |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $221K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $256K | Buy |
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