Lauterbach Financial 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 | $499K | Buy |
7,865
+193
| +3% | +$12.3K | 0.27% | 45 |
|
|
2025
Q1 | $452K | Buy |
7,672
+526
| +7% | +$31K | 0.28% | 47 |
|
|
2024
Q4 | $375K | Buy |
7,146
+718
| +11% | +$37.7K | 0.23% | 45 |
|
|
2024
Q3 | $370K | Buy |
6,428
+418
| +7% | +$24K | 0.22% | 45 |
|
|
2024
Q2 | $319K | Buy |
6,010
+264
| +5% | +$14K | 0.21% | 47 |
|
|
2024
Q1 | $313K | Hold |
5,746
| – | – | 0.21% | 46 |
|
|
2023
Q4 | $299K | Sell |
5,746
-96
| -2% | -$5K | 0.21% | 47 |
|
|
2023
Q3 | $286K | Sell |
5,842
-283
| -5% | -$13.8K | 0.22% | 45 |
|
|
2023
Q2 | $300K | Hold |
6,125
| – | – | 0.23% | 42 |
|
|
2023
Q1 | $297K | Hold |
6,125
| – | – | 0.24% | 42 |
|
|
2022
Q4 | $281K | Buy |
6,125
+9
| +0.1% | +$413 | 0.25% | 42 |
|
|
2022
Q3 | $236K | Buy |
+6,116
| New | +$236K | 0.24% | 45 |
|