Journey Strategic Wealth’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 | $1.1M | Sell |
17,323
-14,139
| -45% | -$898K | 0.04% | 155 |
|
|
2025
Q1 | $1.85M | Sell |
31,462
-291
| -0.9% | -$17.2K | 0.06% | 81 |
|
|
2024
Q4 | $1.67M | Buy |
31,753
+866
| +3% | +$45.4K | 0.06% | 86 |
|
|
2024
Q3 | $1.78M | Buy |
30,887
+4,161
| +16% | +$239K | 0.07% | 80 |
|
|
2024
Q2 | $1.42M | Buy |
26,726
+12,020
| +82% | +$638K | 0.06% | 65 |
|
|
2024
Q1 | $800K | Buy |
+14,706
| New | +$800K | 0.04% | 92 |
|
|
2022
Q1 | – | Sell |
-7,308
| Closed | -$368K | – | 193 |
|
|
2021
Q4 | $368K | Buy |
+7,308
| New | +$368K | 0.04% | 102 |
|