Maia Wealth’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
$16.3M Buy
256,247
+51,081
+25% +$3.24M 3.1% 2
2025
Q1
$11.7M Sell
205,166
-36,975
-15% -$2.12M 2.66% 4
2024
Q4
$13.3M Buy
242,141
+20,714
+9% +$1.14M 2.86% 3
2024
Q3
$12.3M Buy
221,427
+72,886
+49% +$4.04M 3.03% 2
2024
Q2
$8.15M Buy
+148,541
New +$8.15M 2.45% 7
2023
Q4
$10.4M Buy
+199,985
New +$10.4M 4.21% 3