Laurel Wealth Advisors (North Carolina)’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 | $77K | Buy |
4,888
+4,811
| +6,248% | +$75.8K | ﹤0.01% | 522 |
|
|
2025
Q1 | $4.54K | Hold |
77
| – | – | ﹤0.01% | 544 |
|
|
2024
Q4 | $4.04K | Hold |
77
| – | – | ﹤0.01% | 575 |
|
|
2024
Q3 | $4.43K | Hold |
77
| – | – | ﹤0.01% | 529 |
|
|
2024
Q2 | $4.09K | Hold |
77
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $4.19K | Hold |
77
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $4.01K | Hold |
77
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $3.77K | Hold |
77
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $3.77K | Hold |
77
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $3.74K | Hold |
77
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $3.53K | Hold |
77
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $4K | Buy |
+77
| New | +$4K | ﹤0.01% | 524 |
|