Milestone Investment 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
Q2 | $278K | Sell |
4,387
-486
| -10% | -$30.9K | 0.07% | 71 |
|
|
2025
Q1 | $287K | Sell |
4,873
-447
| -8% | -$26.3K | 0.08% | 72 |
|
|
2024
Q4 | $279K | Sell |
5,320
-399
| -7% | -$20.9K | 0.08% | 72 |
|
|
2024
Q3 | $329K | Hold |
5,719
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $303K | Hold |
5,719
| – | – | 0.08% | 68 |
|
|
2024
Q1 | $311K | Hold |
5,719
| – | – | 0.08% | 66 |
|
|
2023
Q4 | $298K | Hold |
5,719
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $280K | Hold |
5,719
| – | – | 0.08% | 87 |
|
|
2023
Q2 | $280K | Hold |
5,719
| – | – | 0.09% | 63 |
|
|
2023
Q1 | $278K | Hold |
5,719
| – | – | 0.09% | 86 |
|
|
2022
Q4 | $262K | Buy |
+5,719
| New | +$262K | 0.09% | 57 |
|