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Milestone Asset Management Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Milestone Asset Management Group’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$533K Buy
8,389
+64
+0.8% +$4.06K 0.39% 61
2025
Q1 		$491K Sell
8,325
-553
-6% -$32.6K 0.44% 57
2024
Q4 		$466K Buy
+8,878
New +$466K 0.42% 60