MYIA
Mount Yale Investment 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 | $5.64M | Buy |
88,876
+29,560
| +50% | +$1.88M | 0.44% | 36 |
|
|
2025
Q1 | $3.5M | Sell |
59,316
-55,546
| -48% | -$3.27M | 0.3% | 69 |
|
|
2024
Q4 | $6.03M | Buy |
114,862
+28,308
| +33% | +$1.49M | 0.49% | 26 |
|
|
2024
Q3 | $4.98M | Buy |
86,554
+45,927
| +113% | +$2.64M | 0.48% | 41 |
|
|
2024
Q2 | $2.15M | Sell |
40,627
-21,076
| -34% | -$1.12M | 0.17% | 117 |
|
|
2024
Q1 | $3.36M | Sell |
61,703
-64,014
| -51% | -$3.48M | 0.26% | 84 |
|
|
2023
Q4 | $6.55M | Buy |
125,717
+23,163
| +23% | +$1.21M | 0.62% | 22 |
|
|
2023
Q3 | $5.02M | Buy |
102,554
+33,882
| +49% | +$1.66M | 0.55% | 34 |
|
|
2023
Q2 | $3.36M | Buy |
68,672
+3,336
| +5% | +$163K | 0.36% | 66 |
|
|
2023
Q1 | $3.17M | Sell |
65,336
-67,972
| -51% | -$3.3M | 0.36% | 64 |
|
|
2022
Q4 | $6.12M | Buy |
133,308
+58,715
| +79% | +$2.69M | 0.69% | 35 |
|
|
2022
Q3 | $2.87M | Sell |
74,593
-9,380
| -11% | -$361K | 0.38% | 63 |
|
|
2022
Q2 | $3.64M | Buy |
83,973
+9,542
| +13% | +$414K | 0.46% | 51 |
|
|
2022
Q1 | $3.74M | Sell |
74,431
-1,314
| -2% | -$66K | 0.41% | 54 |
|
|
2021
Q4 | $3.82M | Sell |
75,745
-645
| -0.8% | -$32.5K | 0.4% | 59 |
|
|
2021
Q3 | $3.88M | Buy |
76,390
+8,183
| +12% | +$416K | 0.45% | 51 |
|
|
2021
Q2 | $3.53M | Buy |
68,207
+6,669
| +11% | +$345K | 0.43% | 56 |
|
|
2021
Q1 | $3.14M | Buy |
+61,538
| New | +$3.14M | 0.41% | 62 |
|
|
2018
Q4 | – | Sell |
-1,393
| Closed | -$69K | – | 441 |
|
|
2018
Q3 | $69K | Hold |
1,393
| – | – | 0.01% | 544 |
|
|
2018
Q2 | $72K | Hold |
1,393
| – | – | 0.01% | 552 |
|
|
2018
Q1 | $76K | Buy |
+1,393
| New | +$76K | 0.02% | 530 |
|