Modern Wealth Management’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 | $6.86M | Buy |
107,992
+37,399
| +53% | +$2.37M | 0.17% | 126 |
|
|
2025
Q1 | $4.16M | Buy |
70,593
+4,888
| +7% | +$288K | 0.13% | 143 |
|
|
2024
Q4 | $3.45M | Buy |
65,705
+37,100
| +130% | +$1.95M | 0.13% | 138 |
|
|
2024
Q3 | $1.65M | Buy |
28,605
+7,538
| +36% | +$434K | 0.1% | 127 |
|
|
2024
Q2 | $1.12M | Buy |
21,067
+10,602
| +101% | +$562K | 0.08% | 131 |
|
|
2024
Q1 | $569K | Buy |
+10,465
| New | +$569K | 0.05% | 162 |
|