Kingsview Wealth Management’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 | $7.16M | Buy |
112,848
+76,054
| +207% | +$4.83M | 0.12% | 182 |
|
|
2025
Q1 | $2.17M | Buy |
36,794
+546
| +2% | +$32.2K | 0.04% | 374 |
|
|
2024
Q4 | $1.9M | Buy |
36,248
+5,349
| +17% | +$281K | 0.04% | 399 |
|
|
2024
Q3 | $1.78M | Buy |
30,899
+4,960
| +19% | +$285K | 0.04% | 402 |
|
|
2024
Q2 | $1.38M | Buy |
25,939
+2,229
| +9% | +$118K | 0.03% | 431 |
|
|
2024
Q1 | $1.29M | Buy |
23,710
+3,717
| +19% | +$202K | 0.03% | 438 |
|
|
2023
Q4 | $1.04M | Sell |
19,993
-970
| -5% | -$50.5K | 0.03% | 458 |
|
|
2023
Q3 | $1.03M | Buy |
20,963
+10,019
| +92% | +$490K | 0.04% | 428 |
|
|
2023
Q2 | $536K | Buy |
10,944
+5,314
| +94% | +$260K | 0.02% | 571 |
|
|
2023
Q1 | $273K | Sell |
5,630
-981
| -15% | -$47.6K | 0.01% | 739 |
|
|
2022
Q4 | $303K | Buy |
6,611
+188
| +3% | +$8.63K | 0.01% | 663 |
|
|
2022
Q3 | $247K | Sell |
6,423
-665
| -9% | -$25.6K | 0.01% | 692 |
|
|
2022
Q2 | $308K | Buy |
7,088
+132
| +2% | +$5.74K | 0.01% | 656 |
|
|
2022
Q1 | $350K | Buy |
6,956
+275
| +4% | +$13.8K | 0.02% | 659 |
|
|
2021
Q4 | $337K | Buy |
6,681
+1,330
| +25% | +$67.1K | 0.01% | 676 |
|
|
2021
Q3 | $272K | Sell |
5,351
-754
| -12% | -$38.3K | 0.01% | 709 |
|
|
2021
Q2 | $317K | Sell |
6,105
-127
| -2% | -$6.59K | 0.02% | 681 |
|
|
2021
Q1 | $320K | Sell |
6,232
-259
| -4% | -$13.3K | 0.02% | 621 |
|
|
2020
Q4 | $306K | Sell |
6,491
-677
| -9% | -$31.9K | 0.02% | 548 |
|
|
2020
Q3 | $289K | Sell |
7,168
-4
| -0.1% | -$161 | 0.03% | 484 |
|
|
2020
Q2 | $287K | Sell |
7,172
-821
| -10% | -$32.9K | 0.03% | 451 |
|
|
2020
Q1 | $285K | Sell |
7,993
-9,895
| -55% | -$353K | 0.04% | 374 |
|
|
2019
Q4 | $893K | Buy |
17,888
+418
| +2% | +$20.9K | 0.11% | 207 |
|
|
2019
Q3 | $828K | Buy |
17,470
+428
| +3% | +$20.3K | 0.13% | 178 |
|
|
2019
Q2 | $819K | Buy |
17,042
+42
| +0.2% | +$2.02K | 0.14% | 177 |
|
|
2019
Q1 | $831K | Buy |
17,000
+149
| +0.9% | +$7.28K | 0.13% | 195 |
|
|
2018
Q4 | $762K | Sell |
16,851
-1,957
| -10% | -$88.5K | 0.17% | 165 |
|
|
2018
Q3 | $977K | Buy |
18,808
+10,972
| +140% | +$570K | 0.2% | 147 |
|
|
2018
Q2 | $402K | Sell |
7,836
-1,798
| -19% | -$92.2K | 0.1% | 226 |
|
|
2018
Q1 | $526K | Sell |
9,634
-1,343
| -12% | -$73.3K | 0.13% | 195 |
|
|
2017
Q4 | $606K | Buy |
10,977
+2,664
| +32% | +$147K | 0.22% | 146 |
|
|
2017
Q3 | $454K | Buy |
8,313
+973
| +13% | +$53.1K | 0.2% | 151 |
|
|
2017
Q2 | $379K | Buy |
+7,340
| New | +$379K | 0.2% | 150 |
|