Legacy Financial Group (Iowa)’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 | $5.53M | Buy |
87,129
+10,050
| +13% | +$638K | 0.77% | 30 |
|
|
2025
Q1 | $4.54M | Sell |
77,079
-31,394
| -29% | -$1.85M | 0.7% | 29 |
|
|
2024
Q4 | $5.69M | Buy |
108,473
+18,305
| +20% | +$960K | 0.92% | 27 |
|
|
2024
Q3 | $5.19M | Buy |
90,168
+14,534
| +19% | +$836K | 1% | 29 |
|
|
2024
Q2 | $4.01M | Buy |
75,634
+4,287
| +6% | +$227K | 0.79% | 31 |
|
|
2024
Q1 | $3.88M | Buy |
+71,347
| New | +$3.88M | 0.79% | 29 |
|
|
2023
Q4 | – | Sell |
-81,814
| Closed | -$4M | – | 166 |
|
|
2023
Q3 | $4M | Buy |
81,814
+8,324
| +11% | +$407K | 0.94% | 22 |
|
|
2023
Q2 | $3.6M | Buy |
73,490
+25,441
| +53% | +$1.25M | 0.93% | 26 |
|
|
2023
Q1 | $2.33M | Buy |
48,049
+12,551
| +35% | +$609K | 0.64% | 27 |
|
|
2022
Q4 | $1.63M | Buy |
+35,498
| New | +$1.63M | 0.49% | 25 |
|