Madden Advisory Services’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 | $861K | Buy |
13,559
+277
| +2% | +$17.6K | 0.37% | 53 |
|
|
2025
Q1 | $783K | Buy |
13,282
+302
| +2% | +$17.8K | 0.36% | 54 |
|
|
2024
Q4 | $681K | Buy |
12,980
+164
| +1% | +$8.61K | 0.32% | 56 |
|
|
2024
Q3 | $737K | Buy |
12,816
+3,163
| +33% | +$182K | 0.34% | 55 |
|
|
2024
Q2 | $512K | Buy |
9,653
+516
| +6% | +$27.4K | 0.26% | 60 |
|
|
2024
Q1 | $497K | Buy |
9,137
+7
| +0.1% | +$381 | 0.26% | 61 |
|
|
2023
Q4 | $476K | Buy |
9,130
+764
| +9% | +$39.8K | 0.27% | 59 |
|
|
2023
Q3 | $409K | Buy |
8,366
+305
| +4% | +$14.9K | 0.26% | 59 |
|
|
2023
Q2 | $395K | Hold |
8,061
| – | – | 0.26% | 62 |
|
|
2023
Q1 | $391K | Hold |
8,061
| – | – | 0.27% | 61 |
|
|
2022
Q4 | $370K | Hold |
8,061
| – | – | 0.28% | 63 |
|
|
2022
Q3 | $311K | Hold |
8,061
| – | – | 0.25% | 64 |
|
|
2022
Q2 | $350K | Hold |
8,061
| – | – | 0.27% | 64 |
|
|
2022
Q1 | $405K | Buy |
8,061
+52
| +0.6% | +$2.61K | 0.28% | 54 |
|
|
2021
Q4 | $404K | Buy |
8,009
+34
| +0.4% | +$1.72K | 0.27% | 52 |
|
|
2021
Q3 | $406K | Buy |
7,975
+273
| +4% | +$13.9K | 0.29% | 52 |
|
|
2021
Q2 | $399K | Sell |
7,702
-258
| -3% | -$13.4K | 0.3% | 47 |
|
|
2021
Q1 | $406K | Sell |
7,960
-1,292
| -14% | -$65.9K | 0.32% | 45 |
|
|
2020
Q4 | $437K | Buy |
9,252
+930
| +11% | +$43.9K | 0.37% | 41 |
|
|
2020
Q3 | $335K | Hold |
8,322
| – | – | 0.32% | 48 |
|
|
2020
Q2 | $332K | Sell |
8,322
-14,915
| -64% | -$595K | 0.34% | 47 |
|
|
2020
Q1 | $829K | Buy |
+23,237
| New | +$829K | 0.57% | 39 |
|