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Norris Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Norris Financial Group’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
2022
Q1 		– Sell
-6,961
Closed -$351K – 93
2021
Q4 		$351K Hold
6,961
– – 0.21% 62
2021
Q3 		$354K Hold
6,961
– – 0.23% 64
2021
Q2 		$360K Hold
6,961
– – 0.24% 68
2021
Q1 		$355K Hold
6,961
– – 0.26% 60
2020
Q4 		$329K Hold
6,961
– – 0.26% 51
2020
Q3 		$281K Hold
6,961
– – 0.24% 57
2020
Q2 		$278K Hold
6,961
– – 0.26% 54
2020
Q1 		$248K Buy
+6,961
New +$310K 0.28% 52

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