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Legacy Wealth Management (Idaho)’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-85
Closed -$5.01K – 778
2025
Q1 		$5.01K Hold
85
– – ﹤0.01% 418
2024
Q4 		$4.72K Hold
85
– – ﹤0.01% 388
2024
Q3 		$4.55K Buy
+85
New +$4.55K ﹤0.01% 392