JOYN 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
2018
Q4
Sell
2018
Q3
$36K Hold
2018
Q2
$36K Hold
2018
Q1
$38K Buy
2015
Q4
Sell
2015
Q3
$755K Sell
2015
Q2
$963K Sell
2015
Q1
$1.11M Sell
2014
Q4
$2.69M Buy
2014
Q3
Sell
2014
Q2
$191K Hold
2014
Q1
$187K Sell
2013
Q4
$682K Sell
2013
Q3
$685K Buy
2013
Q2
Hold