Marcum Wealth’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
Q1 | $883K | Sell |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $910K | Sell |
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|
2024
Q2 | $845K | Sell |
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|
2024
Q1 | $894K | Sell |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $866K | Sell |
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|
2023
Q2 | $904K | Sell |
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|
2023
Q1 | $915K | Sell |
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|
2022
Q4 | $931K | Buy |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $804K | Buy |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $682K | Buy |
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