McClarren Financial Advisors’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
Q1 | – | Sell |
-59
| Closed | -$3K | – | 297 |
|
|
2024
Q4 | $3K | Buy |
+59
| New | +$3K | 0.01% | 176 |
|
|
2024
Q3 | – | Sell |
-53
| Closed | -$3K | – | 266 |
|
|
2024
Q2 | $3K | Sell |
53
-4
| -7% | -$226 | ﹤0.01% | 273 |
|
|
2024
Q1 | $4K | Hold |
57
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $3K | Buy |
57
+2
| +4% | +$105 | ﹤0.01% | 308 |
|
|
2023
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $2K | Buy |
55
+1
| +2% | +$36 | ﹤0.01% | 298 |
|
|
2023
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 287 |
|
|
2022
Q4 | $2K | Buy |
54
+1
| +2% | +$37 | ﹤0.01% | 295 |
|
|
2022
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 276 |
|
|
2022
Q2 | – | Sell |
-52
| Closed | -$2K | – | 94 |
|
|
2022
Q1 | $2K | Sell |
52
-1
| -2% | -$38 | ﹤0.01% | 251 |
|
|
2021
Q4 | $3K | Buy |
53
+2
| +4% | +$113 | ﹤0.01% | 278 |
|
|
2021
Q3 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 257 |
|