MLA
My Legacy 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 | $4.95M | Buy |
77,161
+20,529
| +36% | +$1.32M | 1.76% | 11 |
|
|
2025
Q1 | $3.34M | Sell |
56,632
-11,921
| -17% | -$703K | 1.29% | 16 |
|
|
2024
Q4 | $3.63M | Buy |
68,553
+4,742
| +7% | +$251K | 1.41% | 16 |
|
|
2024
Q3 | $3.67M | Buy |
63,811
+14,875
| +30% | +$856K | 1.45% | 15 |
|
|
2024
Q2 | $2.6M | Sell |
48,936
-21,755
| -31% | -$1.15M | 0.83% | 27 |
|
|
2024
Q1 | $3.85M | Sell |
70,691
-17,539
| -20% | -$954K | 1.29% | 15 |
|
|
2023
Q4 | $4.58M | Buy |
88,230
+4,387
| +5% | +$228K | 1.65% | 9 |
|
|
2023
Q3 | $4M | Buy |
83,843
+26,694
| +47% | +$1.27M | 1.63% | 9 |
|
|
2023
Q2 | $2.87M | Buy |
57,149
+5,558
| +11% | +$280K | 1.13% | 15 |
|
|
2023
Q1 | $2.53M | Sell |
51,591
-9,379
| -15% | -$460K | 1.08% | 18 |
|
|
2022
Q4 | $3M | Buy |
60,970
+24,907
| +69% | +$1.23M | 1.28% | 11 |
|
|
2022
Q3 | $1.4M | Buy |
36,063
+11,335
| +46% | +$441K | 0.71% | 32 |
|
|
2022
Q2 | $1.04M | Buy |
24,728
+16,117
| +187% | +$680K | 0.52% | 53 |
|
|
2022
Q1 | $433K | Buy |
+8,611
| New | +$433K | 0.2% | 142 |
|