Moisand Fitzgerald Tamayo’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 | $212K | Hold |
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|
2025
Q1 | $197K | Hold |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $192K | Sell |
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|
2024
Q2 | $191K | Buy |
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|
2024
Q1 | $195K | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $181K | Sell |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $153K | Sell |
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|
2022
Q2 | $198K | Buy |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $203K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $309K | Sell |
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|
2019
Q3 | $298K | Hold |
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|
2019
Q2 | $303K | Buy |
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|
2019
Q1 | $307K | Hold |
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|
2018
Q4 | $284K | Buy |
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|
2018
Q3 | $326K | Hold |
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|
2018
Q2 | $322K | Sell |
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|
2018
Q1 | $354K | Sell |
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|
2017
Q4 | $415K | Sell |
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|
2017
Q3 | $437K | Hold |
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|
2017
Q2 | $414K | Sell |
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|
2017
Q1 | $410K | Sell |
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|
2016
Q4 | $417K | Buy |
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|
2016
Q3 | $383K | Hold |
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|
2016
Q2 | $356K | Sell |
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|
2016
Q1 | $401K | Sell |
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|
2015
Q4 | $450K | Buy |
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