MWM
Maripau Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
33,935
+3,346
| +11% | +$212K | 1.09% | 22 |
|
|
2025
Q1 | $1.8M | Sell |
30,589
-5,022
| -14% | -$296K | 1.03% | 23 |
|
|
2024
Q4 | $1.87M | Sell |
35,611
-20,446
| -36% | -$1.07M | 1.11% | 24 |
|
|
2024
Q3 | $3.22M | Buy |
56,057
+24,734
| +79% | +$1.42M | 2.79% | 8 |
|
|
2024
Q2 | $1.66M | Sell |
31,323
-17,645
| -36% | -$936K | 1.14% | 22 |
|
|
2024
Q1 | $2.66M | Sell |
48,968
-13,974
| -22% | -$760K | 2% | 8 |
|
|
2023
Q4 | $3.28M | Sell |
62,942
-10,214
| -14% | -$532K | 2.85% | 6 |
|
|
2023
Q3 | $3.58M | Buy |
73,156
+16,391
| +29% | +$802K | 3.29% | 7 |
|
|
2023
Q2 | $2.78M | Sell |
56,765
-8,771
| -13% | -$429K | 2.47% | 11 |
|
|
2023
Q1 | $3.18M | Sell |
65,536
-1,143
| -2% | -$55.5K | 3.31% | 6 |
|
|
2022
Q4 | $3.25M | Sell |
66,679
-6,564
| -9% | -$320K | 3.38% | 7 |
|
|
2022
Q3 | $3.02M | Buy |
73,243
+8,953
| +14% | +$370K | 3.26% | 6 |
|
|
2022
Q2 | $2.85M | Sell |
64,290
-28,230
| -31% | -$1.25M | 3.09% | 8 |
|
|
2022
Q1 | $4.52M | Buy |
92,520
+3,468
| +4% | +$169K | 4.08% | 5 |
|
|
2021
Q4 | $4.72M | Buy |
+89,052
| New | +$4.72M | 4.47% | 5 |
|