Lutz Financial 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	–	Sell	-3,654	Closed	-$232K	–	97
2025 Q2	$232K	Hold	3,654	–	–	0.02%	92
2025 Q1	$215K	Buy	+3,654	New	+$207K	0.02%	92
2024 Q4	–	Sell	-3,785	Closed	-$218K	–	93
2024 Q3	$218K	Hold	3,785	–	–	0.02%	85
2024 Q2	$201K	Hold	3,785	–	–	0.02%	87
2024 Q1	$206K	Buy	+3,785	New	+$198K	0.02%	86
2021 Q3	–	Sell	-3,876	Closed	-$201K	–	64
2021 Q2	$201K	Buy	+3,876	New	+$205K	0.03%	61
2020 Q2	–	Sell	-37,911	Closed	-$1.35M	–	60
2020 Q1	$1.35M	Sell	37,911 -87,464	-70%	-$3.89M	0.3%	44
2019 Q4	$6.26M	Buy	125,375 +1,165	+0.9%	+$57.1K	1.11%	24
2019 Q3	$5.88M	Buy	124,210 +2,034	+2%	+$94.8K	1.13%	23
2019 Q2	$5.87M	Buy	122,176 +708	+0.6%	+$34.6K	1.15%	21
2019 Q1	$5.94M	Sell	121,468 -2,165	-2%	-$104K	1.21%	21
2018 Q4	$5.59M	Buy	123,633 +33,112	+37%	+$1.6M	1.25%	24
2018 Q3	$4.7M	Buy	90,521 +21,282	+31%	+$1.1M	1.04%	20
2018 Q2	$3.56M	Buy	69,239 +165	+0.2%	+$9.01K	1.01%	20
2018 Q1	$3.77M	Sell	69,074 -571	-0.8%	-$32.1K	1.11%	19
2017 Q4	$3.85M	Buy	+69,645	New	+$3.82M	1.12%	19