Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $5.01M | Sell |
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|
2024
Q2 | $4.77M | Sell |
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|
2024
Q1 | $4.94M | Sell |
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|
2023
Q4 | $4.75M | Sell |
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|
2023
Q3 | $5.08M | Sell |
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|
2023
Q2 | $5.26M | Sell |
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|
2023
Q1 | $5.62M | Buy |
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|
2022
Q4 | $5.2M | Buy |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $887K | Sell |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $989K | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $706K | Sell |
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|
2019
Q3 | $720K | Buy |
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|
2019
Q2 | $6.71K | Sell |
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|
2019
Q1 | $696K | Sell |
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|
2018
Q4 | $964K | Sell |
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|
2018
Q3 | $7.39M | Buy |
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|
2018
Q2 | $665K | Buy |
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|
2018
Q1 | $705K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $705K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.61M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $15.4M | Sell |
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|
2013
Q3 | $14.7M | Buy |
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