Lodestone Wealth Management’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 | $609K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $550K | Hold |
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|
2023
Q4 | $527K | Sell |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.48M | Buy |
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