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MONECO Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
30,096
-18,891
| -39% | -$1.2M | 0.18% | 124 |
|
|
2025
Q1 | $2.89M | Sell |
48,987
-35,854
| -42% | -$2.11M | 0.3% | 77 |
|
|
2024
Q4 | $4.45M | Sell |
84,841
-9,312
| -10% | -$489K | 0.47% | 45 |
|
|
2024
Q3 | $5.42M | Buy |
94,153
+1,768
| +2% | +$102K | 0.67% | 32 |
|
|
2024
Q2 | $4.9M | Buy |
92,385
+1,265
| +1% | +$67.1K | 0.72% | 28 |
|
|
2024
Q1 | $4.96M | Buy |
91,120
+10,238
| +13% | +$557K | 0.79% | 25 |
|
|
2023
Q4 | $4.21M | Buy |
+80,882
| New | +$4.21M | 0.8% | 25 |
|
|
2022
Q2 | – | Sell |
-4,408
| Closed | -$222K | – | 254 |
|
|
2022
Q1 | $222K | Sell |
4,408
-112
| -2% | -$5.64K | 0.08% | 223 |
|
|
2021
Q4 | $236K | Sell |
4,520
-587
| -11% | -$30.6K | 0.09% | 213 |
|
|
2021
Q3 | $260K | Buy |
+5,107
| New | +$260K | 0.1% | 200 |
|