LRI Investments’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 | $1.11M | Buy |
17,436
+230
| +1% | +$14.6K | 0.09% | 100 |
|
|
2025
Q1 | $1.01M | Buy |
17,206
+15,777
| +1,104% | +$930K | 0.1% | 103 |
|
|
2024
Q4 | $75K | Hold |
1,429
| – | – | 0.01% | 464 |
|
|
2024
Q3 | $76.8K | Hold |
1,429
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $75.8K | Buy |
1,429
+565
| +65% | +$30K | 0.01% | 428 |
|
|
2024
Q1 | $47K | Buy |
+864
| New | +$47K | 0.01% | 274 |
|