MFA
Mayflower Financial Advisors’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 | $10.1M | Buy |
159,285
+51,854
| +48% | +$3.29M | 1.41% | 10 |
|
2025
Q1 | $6.33M | Sell |
107,431
-6,791
| -6% | -$400K | 0.96% | 20 |
|
2024
Q4 | $5.99M | Buy |
114,222
+4,630
| +4% | +$243K | 0.89% | 23 |
|
2024
Q3 | $6.3M | Buy |
109,592
+65,465
| +148% | +$3.77M | 0.95% | 22 |
|
2024
Q2 | $2.34M | Sell |
44,127
-17,531
| -28% | -$930K | 0.38% | 65 |
|
2024
Q1 | $3.35M | Sell |
61,658
-18,410
| -23% | -$1M | 0.56% | 45 |
|
2023
Q4 | $4.17M | Buy |
80,068
+12,497
| +18% | +$651K | 0.58% | 44 |
|
2023
Q3 | $3.31M | Sell |
67,571
-16,151
| -19% | -$790K | 0.49% | 44 |
|
2023
Q2 | $4.1M | Sell |
83,722
-11,904
| -12% | -$583K | 0.53% | 48 |
|
2023
Q1 | $4.64M | Sell |
95,626
-8,752
| -8% | -$425K | 0.61% | 40 |
|
2022
Q4 | $4.79M | Buy |
104,378
+47,846
| +85% | +$2.2M | 0.66% | 33 |
|
2022
Q3 | $2.18M | Sell |
56,532
-4,299
| -7% | -$166K | 0.35% | 62 |
|
2022
Q2 | $2.64M | Buy |
60,831
+36,823
| +153% | +$1.6M | 0.4% | 54 |
|
2022
Q1 | $1.21M | Buy |
24,008
+16,197
| +207% | +$814K | 0.16% | 99 |
|
2021
Q4 | $394K | Buy |
7,811
+2,861
| +58% | +$144K | 0.05% | 225 |
|
2021
Q3 | $259K | Buy |
+4,950
| New | +$259K | 0.04% | 280 |
|