Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $571K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $313K | Sell |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $460K | Buy |
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|
2021
Q2 | $434K | Buy |
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|
2021
Q1 | $421K | Buy |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $534K | Hold |
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|
2019
Q3 | $507K | Buy |
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