NewEdge Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

NewEdge Wealth’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.94M	Buy
2025 Q1	$2.6M	Sell
2024 Q4	$2.32M	Sell
2024 Q3	$3M	Buy
2024 Q2	$201K	Sell
2024 Q1	$240K	Buy
2023 Q4	$228K	Sell
2023 Q3	$394K	Buy
2023 Q2	$350K	Buy