LifePlan Investment 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 | $2.98M | Buy |
46,983
+14,415
| +44% | +$915K | 1.48% | 29 |
|
|
2025
Q1 | $1.92M | Sell |
32,568
-3,511
| -10% | -$207K | 1.1% | 31 |
|
|
2024
Q4 | $1.89M | Buy |
36,079
+12,224
| +51% | +$641K | 1.17% | 31 |
|
|
2024
Q3 | $1.37M | Buy |
23,855
+8,628
| +57% | +$496K | 0.88% | 33 |
|
|
2024
Q2 | $808K | Sell |
15,227
-2,398
| -14% | -$127K | 0.58% | 42 |
|
|
2024
Q1 | $959K | Sell |
17,625
-8,629
| -33% | -$469K | 0.76% | 32 |
|
|
2023
Q4 | $1.37M | Buy |
26,254
+2,411
| +10% | +$126K | 1.25% | 24 |
|
|
2023
Q3 | $1.17M | Buy |
23,843
+12,869
| +117% | +$630K | 1.24% | 23 |
|
|
2023
Q2 | $537K | Buy |
+10,974
| New | +$537K | 0.6% | 33 |
|