Modern Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Modern Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.86M	Buy
2025 Q1	$4.16M	Buy
2024 Q4	$3.45M	Buy
2024 Q3	$1.65M	Buy
2024 Q2	$1.12M	Buy
2024 Q1	$569K	Buy