Mosley Wealth Management’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
2024
Q4
$5.4M Buy
98,491
+10,096
+11% +$554K 3.34% 6
2024
Q3
$4.95M Buy
88,395
+35,928
+68% +$2.01M 3.38% 6
2024
Q2
$2.78M Sell
52,467
-6,896
-12% -$366K 2.37% 10
2024
Q1
$3.23M Sell
59,363
-7,204
-11% -$392K 3.03% 6
2023
Q4
$3.47M Buy
+66,567
New +$3.47M 3.42% 6