JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.1M | Buy |
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|
2023
Q2 | $30.7M | Sell |
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|
2023
Q1 | $31.4M | Buy |
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|
2022
Q4 | $24.1M | Buy |
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|
2022
Q3 | $3.59M | Buy |
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|
2022
Q2 | $3.07M | Buy |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $769K | Sell |
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|
2020
Q4 | $763K | Buy |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $470K | Buy |
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|
2019
Q3 | $389K | Buy |
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|
2019
Q2 | $354K | Sell |
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|
2019
Q1 | $508K | Sell |
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|
2018
Q4 | $3.97M | Buy |
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|
2018
Q3 | $731K | Sell |
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|
2018
Q2 | $761K | Buy |
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|
2018
Q1 | $674K | Sell |
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|
2017
Q4 | $685K | Buy |
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|
2017
Q3 | $659K | Sell |
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|
2017
Q2 | $629K | Buy |
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|
2017
Q1 | $471K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $428K | Sell |
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|
2015
Q2 | $846K | Sell |
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|
2015
Q1 | $978K | Sell |
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|
2014
Q4 | $1.15M | Sell |
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|
2014
Q3 | $1.49M | Buy |
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|
2014
Q2 | $1.37M | Sell |
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|
2014
Q1 | $1.46M | Sell |
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|
2013
Q4 | $1.74M | Buy |
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