Mount Yale Investment Advisors’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
Q2 | $5.64M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $6.03M | Buy |
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|
2024
Q3 | $4.98M | Buy |
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|
2024
Q2 | $2.15M | Sell |
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|
2024
Q1 | $3.36M | Sell |
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|
2023
Q4 | $6.55M | Buy |
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|
2023
Q3 | $5.02M | Buy |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $3.17M | Sell |
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $2.87M | Sell |
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|
2022
Q2 | $3.64M | Buy |
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|
2022
Q1 | $3.74M | Sell |
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|
2021
Q4 | $3.82M | Sell |
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|
2021
Q3 | $3.88M | Buy |
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|
2021
Q2 | $3.53M | Buy |
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|
2021
Q1 | $3.14M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $69K | Hold |
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|
2018
Q2 | $72K | Hold |
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|
2018
Q1 | $76K | Buy |
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