Motive Wealth Advisors’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 | $599K | Hold |
9,437
| – | – | 0.27% | 39 |
|
|
2025
Q1 | $556K | Sell |
9,437
-738
| -7% | -$43.5K | 0.3% | 38 |
|
|
2024
Q4 | $534K | Hold |
10,175
| – | – | 0.29% | 40 |
|
|
2024
Q3 | $540K | Hold |
10,175
| – | – | 0.32% | 39 |
|
|
2024
Q2 | $540K | Hold |
10,175
| – | – | 0.32% | 39 |
|
|
2024
Q1 | $554K | Buy |
+10,175
| New | +$554K | 0.34% | 38 |
|