Montecito Bank & Trust’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
Q3 | $6.31M | Buy |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $4.15M | Sell |
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|
2024
Q3 | $4.59M | Buy |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $4.43M | Buy |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $3.51M | Buy |
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|
2023
Q2 | $3.16M | Buy |
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|
2023
Q1 | $2.94M | Buy |
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|
2022
Q4 | $882K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $339K | Buy |
|