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
Q2 | $232K | Hold |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $206K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $6.26M | Buy |
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|
2019
Q3 | $5.88M | Buy |
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|
2019
Q2 | $5.87M | Buy |
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|
2019
Q1 | $5.94M | Sell |
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|
2018
Q4 | $5.59M | Buy |
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|
2018
Q3 | $4.7M | Buy |
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|
2018
Q2 | $3.56M | Buy |
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|
2018
Q1 | $3.77M | Sell |
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|
2017
Q4 | $3.85M | Buy |
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