Lifelong Wealth 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
$6.87M Buy
108,208
+41,519
+62% +$2.64M 2.28% 9
2025
Q1
$3.93M Sell
66,689
-11,650
-15% -$687K 1.84% 10
2024
Q4
$4.11M Buy
+78,339
New +$4.11M 1.85% 11