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 |
|