Lord & Richards Wealth Management’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	–	Sell	-7,749	Closed	-$457K	–	80
2025 Q1	$457K	Buy	7,749 +178	+2%	+$10.5K	0.52%	47
2024 Q4	$397K	Buy	+7,571	New	+$397K	0.84%	48