MYCIO Wealth Partners’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 | $1.14M | Buy |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $925K | Buy |
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|
2024
Q3 | $997K | Hold |
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|
2024
Q2 | $919K | Buy |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $809K | Hold |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $781K | Hold |
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|
2022
Q4 | $739K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.95M | Sell |
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|
2019
Q1 | $2.04M | Sell |
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|
2018
Q4 | $4.01M | Buy |
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|
2018
Q3 | $893K | Buy |
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|
2018
Q2 | $793K | Sell |
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|
2018
Q1 | $907K | Hold |
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|
2017
Q4 | $918K | Buy |
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|
2017
Q3 | $906K | Hold |
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|
2017
Q2 | $858K | Buy |
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|
2017
Q1 | $832K | Sell |
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|
2016
Q4 | $1.07M | Buy |
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|
2016
Q3 | $123K | Hold |
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|
2016
Q2 | $114K | Buy |
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|
2016
Q1 | $117K | Buy |
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|
2015
Q4 | $108K | Buy |
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|
2015
Q3 | $106K | Buy |
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|
2015
Q2 | $117K | Buy |
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|
2015
Q1 | $109K | Hold |
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|
2014
Q4 | $104K | Buy |
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|
2014
Q3 | $110K | Buy |
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|
2014
Q2 | $115K | Hold |
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|
2014
Q1 | $113K | Hold |
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|
2013
Q4 | $112K | Buy |
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|
2013
Q3 | $105K | Buy |
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|
2013
Q2 | $92K | Buy |
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