N.E.W. Advisory Services’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
Q4 | $9.95M | Buy |
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|
2025
Q3 | $7.94M | Buy |
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|
2025
Q2 | $7.33M | Sell |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $8.09M | Buy |
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|
2024
Q3 | $8.29M | Buy |
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|
2024
Q2 | $7.63M | Buy |
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|
2024
Q1 | $7.7M | Buy |
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|
2023
Q4 | $7.34M | Sell |
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|
2023
Q3 | $7.11M | Buy |
|
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|
2023
Q2 | $6.9M | Sell |
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|
2023
Q1 | $7.07M | Sell |
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|
2022
Q4 | $7.46M | Buy |
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|
2022
Q3 | $6M | Sell |
|
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|
2022
Q2 | $15.9M | Buy |
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|
2022
Q1 | $14.4M | Sell |
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|
2021
Q4 | $17.6M | Buy |
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|
2021
Q3 | $17.2M | Buy |
|
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|
2021
Q2 | $16.3M | Buy |
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|
2021
Q1 | $14.5M | Buy |
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|
2020
Q4 | $12.1M | Buy |
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|
2020
Q3 | $9.2M | Buy |
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|
2020
Q2 | $8.75M | Buy |
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|
2019
Q4 | $8.64M | Buy |
|