Journey Strategic Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Journey Strategic Wealth’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell
2025 Q1	$1.85M	Sell
2024 Q4	$1.67M	Buy
2024 Q3	$1.78M	Buy
2024 Q2	$1.42M	Buy
2024 Q1	$800K	Buy
2022 Q1	–	Sell
2021 Q4	$368K	Buy