MSH Capital 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 | $1.11M | Buy |
17,526
+1,494
| +9% | +$94.8K | 0.32% | 85 |
|
|
2025
Q1 | $945K | Buy |
16,032
+2,711
| +20% | +$160K | 0.29% | 94 |
|
|
2024
Q4 | $699K | Buy |
13,321
+1,671
| +14% | +$87.7K | 0.22% | 108 |
|
|
2024
Q3 | $670K | Buy |
+11,650
| New | +$670K | 0.21% | 116 |
|
|
2023
Q4 | – | Sell |
-7,593
| Closed | -$372K | – | 218 |
|
|
2023
Q3 | $372K | Buy |
7,593
+1,677
| +28% | +$82.1K | 0.15% | 151 |
|
|
2023
Q2 | $290K | Sell |
5,916
-872
| -13% | -$42.7K | 0.11% | 179 |
|
|
2023
Q1 | $329K | Sell |
6,788
-37
| -0.5% | -$1.8K | 0.14% | 151 |
|
|
2022
Q4 | $313K | Buy |
+6,825
| New | +$313K | 0.14% | 146 |
|