Lloyd Advisory Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $466K | Sell |
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|
2025
Q2 | $458K | Sell |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $294K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $239K | Buy |
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