Keystone Wealth Services’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
Q3 | $580K | Buy |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $2.41M | Buy |
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|
2023
Q2 | $1.78M | Sell |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.56M | Sell |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $3M | Buy |
|