Morton Brown Family Wealth’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 | $2.29K | Hold |
36
| – | – | ﹤0.01% | 273 |
|
|
2025
Q1 | $2.12K | Hold |
36
| – | – | ﹤0.01% | 278 |
|
|
2024
Q4 | $1.89K | Hold |
36
| – | – | ﹤0.01% | 235 |
|
|
2024
Q3 | $2.07K | Buy |
+36
| New | +$2.07K | ﹤0.01% | 224 |
|
|
2023
Q2 | – | Sell |
-52
| Closed | -$2.52K | – | 218 |
|
|
2023
Q1 | $2.52K | Buy |
+52
| New | +$2.52K | ﹤0.01% | 178 |
|