Kovitz Investment Group Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
39,121
+799
| +2% | +$50.7K | 0.01% | 581 |
|
|
2025
Q1 | $2.26M | Sell |
38,322
-4,257
| -10% | -$251K | 0.01% | 555 |
|
|
2024
Q4 | $2.23M | Sell |
42,579
-1,444
| -3% | -$75.8K | 0.01% | 553 |
|
|
2024
Q3 | $1.95M | Sell |
44,023
-9,708
| -18% | -$431K | 0.01% | 489 |
|
|
2024
Q2 | $2.85M | Sell |
53,731
-1,726
| -3% | -$91.5K | 0.02% | 367 |
|
|
2024
Q1 | $3.02M | Buy |
+55,457
| New | +$3.02M | 0.04% | 258 |
|