Noble Family Wealth’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 | $4.45M | Buy |
70,170
+2,970
| +4% | +$189K | 1.09% | 18 |
|
|
2025
Q1 | $3.96M | Buy |
67,200
+3,244
| +5% | +$191K | 1.09% | 19 |
|
|
2024
Q4 | $3.35M | Buy |
63,956
+799
| +1% | +$41.9K | 0.92% | 21 |
|
|
2024
Q3 | $3.63M | Buy |
63,157
+73
| +0.1% | +$4.2K | 0.98% | 21 |
|
|
2024
Q2 | $3.35M | Buy |
63,084
+205
| +0.3% | +$10.9K | 0.96% | 23 |
|
|
2024
Q1 | $3.42M | Sell |
62,879
-495
| -0.8% | -$26.9K | 0.97% | 22 |
|
|
2023
Q4 | $3.3M | Buy |
63,374
+3,262
| +5% | +$170K | 1% | 23 |
|
|
2023
Q3 | $2.94M | Buy |
60,112
+807
| +1% | +$39.5K | 0.99% | 24 |
|
|
2023
Q2 | $2.9M | Buy |
59,305
+557
| +0.9% | +$27.3K | 0.94% | 24 |
|
|
2023
Q1 | $2.85M | Buy |
+58,748
| New | +$2.85M | 0.97% | 26 |
|