Marks Group Wealth 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 | $12.6M | Buy |
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|
2025
Q1 | $8.01M | Sell |
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|
2024
Q4 | $8.43M | Buy |
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|
2024
Q3 | $8.91M | Buy |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $8.7M | Buy |
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|
2023
Q4 | $7.97M | Sell |
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|
2023
Q3 | $8.67M | Buy |
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|
2023
Q2 | $6.3M | Buy |
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|
2023
Q1 | $5.99M | Sell |
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|
2022
Q4 | $6.31M | Sell |
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|
2022
Q3 | $6.32M | Buy |
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|
2022
Q2 | $6.98M | Buy |
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|
2022
Q1 | $7.97M | Buy |
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|
2021
Q4 | $7.33M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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