MAI Capital Management’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 | $600K | Buy |
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|
2025
Q1 | $467K | Buy |
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|
2024
Q4 | $249K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $488K | Hold |
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|
2019
Q4 | $682K | Buy |
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|
2019
Q3 | $637K | Buy |
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|
2019
Q2 | $620K | Buy |
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