Liberty Wealth Management’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 | $6.89M | Buy |
108,530
+17,829
| +20% | +$1.13M | 1.08% | 26 |
|
|
2025
Q1 | $5.34M | Sell |
90,701
-20,533
| -18% | -$1.21M | 1.02% | 30 |
|
|
2024
Q4 | $5.83M | Buy |
111,234
+18,997
| +21% | +$995K | 0.97% | 27 |
|
|
2024
Q3 | $5.31M | Sell |
92,237
-48,721
| -35% | -$2.8M | 0.9% | 29 |
|
|
2024
Q2 | $3.41M | Buy |
140,958
+62,864
| +80% | +$1.52M | 0.62% | 40 |
|
|
2024
Q1 | $4.24M | Sell |
78,094
-65,463
| -46% | -$3.56M | 0.83% | 31 |
|
|
2023
Q4 | $9.1M | Sell |
143,557
-4,414
| -3% | -$280K | 1.95% | 13 |
|
|
2023
Q3 | $7.24M | Buy |
147,971
+28,179
| +24% | +$1.38M | 1.8% | 14 |
|
|
2023
Q2 | $5.86M | Buy |
119,792
+748
| +0.6% | +$36.6K | 1.45% | 20 |
|
|
2023
Q1 | $5.78M | Buy |
+119,044
| New | +$5.78M | 1.19% | 24 |
|
|
2022
Q3 | $9M | Sell |
233,725
-33,003
| -12% | -$1.27M | 2.4% | 11 |
|
|
2022
Q2 | $11.6M | Buy |
266,728
+20,288
| +8% | +$880K | 4.69% | 5 |
|
|
2022
Q1 | $12.3M | Buy |
+246,440
| New | +$12.3M | 4.45% | 5 |
|
|
2021
Q4 | – | Sell |
-221,107
| Closed | -$11.2M | – | 24 |
|
|
2021
Q3 | $11.2M | Buy |
221,107
+11,771
| +6% | +$599K | 4.01% | 4 |
|
|
2021
Q2 | $10.8M | Buy |
209,336
+119,917
| +134% | +$6.21M | 4.21% | 4 |
|
|
2021
Q1 | $4.24M | Hold |
89,419
| – | – | 2.07% | 12 |
|
|
2020
Q4 | $4.24M | Buy |
+89,419
| New | +$4.24M | 2.08% | 12 |
|