JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7K | Buy |
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|
2025
Q1 | $60.9K | Hold |
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|
2024
Q4 | $54.2K | Buy |
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|
2024
Q3 | $54.3K | Hold |
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|
2024
Q2 | $50K | Buy |
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|
2024
Q1 | $46.3K | Hold |
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|
2023
Q4 | $44.3K | Hold |
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|
2023
Q3 | $41.6K | Hold |
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|
2023
Q2 | $41.6K | Hold |
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|
2023
Q1 | $41.3K | Hold |
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|
2022
Q4 | $39K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $43K | Buy |
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