LVW Advisors’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 | $277K | Sell |
|
|||||
|
2025
Q2 | $1.4M | Sell |
|
|||||
|
2025
Q1 | $1.31M | Sell |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $1.5M | Sell |
|
|||||
|
2024
Q2 | $1.58M | Sell |
|
|||||
|
2024
Q1 | $2.04M | Buy |
|
|||||
|
2023
Q4 | $1.64M | Buy |
|
|||||
|
2023
Q3 | $1.53M | Sell |
|
|||||
|
2023
Q2 | $1.53M | Sell |
|
|||||
|
2023
Q1 | $1.62M | Buy |
|
|||||
|
2022
Q4 | $1.36M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $537K | Hold |
|
|||||
|
2021
Q2 | $547K | Hold |
|
|||||
|
2021
Q1 | $539K | Buy |
|