Kingswood Wealth Advisors’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 | $1.81M | Buy |
28,573
+1,155
| +4% | +$73.3K | 0.14% | 158 |
|
|
2025
Q1 | $1.62M | Sell |
27,418
-488
| -2% | -$28.8K | 0.15% | 163 |
|
|
2024
Q4 | $1.46M | Buy |
27,906
+6,112
| +28% | +$321K | 0.11% | 198 |
|
|
2024
Q3 | $1.25M | Buy |
21,794
+3,074
| +16% | +$177K | 0.09% | 250 |
|
|
2024
Q2 | $993K | Buy |
18,720
+1,973
| +12% | +$105K | 0.09% | 232 |
|
|
2024
Q1 | $911K | Sell |
16,747
-895
| -5% | -$48.7K | 0.11% | 222 |
|
|
2023
Q4 | $919K | Buy |
+17,642
| New | +$919K | 0.1% | 209 |
|