Lifeworks 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 | $1.42M | Buy |
22,414
+7,586
| +51% | +$482K | 0.21% | 103 |
|
|
2025
Q1 | $874K | Sell |
14,828
-2,226
| -13% | -$131K | 0.15% | 135 |
|
|
2024
Q4 | $895K | Buy |
17,054
+743
| +5% | +$39K | 0.16% | 125 |
|
|
2024
Q3 | $938K | Buy |
16,311
+7,619
| +88% | +$438K | 0.18% | 120 |
|
|
2024
Q2 | $461K | Sell |
8,692
-6,256
| -42% | -$332K | 0.13% | 133 |
|
|
2024
Q1 | $813K | Buy |
+14,948
| New | +$813K | 0.23% | 99 |
|