JFS Wealth Advisors’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 | $70.7K | Buy |
1,113
+80
| +8% | +$5.08K | ﹤0.01% | 420 |
|
|
2025
Q1 | $60.9K | Hold |
1,033
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $54.2K | Buy |
1,033
+90
| +10% | +$4.72K | ﹤0.01% | 446 |
|
|
2024
Q3 | $54.3K | Hold |
943
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $50K | Buy |
943
+92
| +11% | +$4.88K | ﹤0.01% | 411 |
|
|
2024
Q1 | $46.3K | Hold |
851
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $44.3K | Hold |
851
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $41.6K | Hold |
851
| – | – | ﹤0.01% | 402 |
|
|
2023
Q2 | $41.6K | Hold |
851
| – | – | ﹤0.01% | 396 |
|
|
2023
Q1 | $41.3K | Hold |
851
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $39K | Hold |
851
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $33K | Hold |
851
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $37K | Hold |
851
| – | – | ﹤0.01% | 452 |
|
|
2022
Q1 | $43K | Sell |
851
-175
| -17% | -$8.84K | ﹤0.01% | 455 |
|
|
2021
Q4 | $52K | Buy |
1,026
+175
| +21% | +$8.87K | ﹤0.01% | 411 |
|
|
2021
Q3 | $43K | Buy |
+851
| New | +$43K | ﹤0.01% | 439 |
|