Northwest Wealth Management’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
Q3 | $4.65M | Sell |
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|
2025
Q2 | $4.57M | Sell |
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|
2025
Q1 | $4.48M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $5.15M | Sell |
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|
2024
Q2 | $4.94M | Sell |
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|
2024
Q1 | $5.17M | Sell |
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|
2023
Q4 | $5.04M | Sell |
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $4.83M | Sell |
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $4.73M | Buy |
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|
2022
Q3 | $3.77M | Buy |
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|
2022
Q2 | $3.96M | Buy |
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|
2022
Q1 | $4.26M | Sell |
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|
2021
Q4 | $4.29M | Buy |
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|
2021
Q3 | $4.3M | Buy |
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|
2021
Q2 | $4.16M | Buy |
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|
2021
Q1 | $3.94M | Buy |
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|
2020
Q4 | $3.44M | Buy |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $3.03M | Sell |
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|
2020
Q1 | $2.74M | Buy |
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|
2019
Q4 | $2.13M | Buy |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.81M | Buy |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.69M | Sell |
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|
2018
Q2 | $1.83M | Buy |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $1.98M | Buy |
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|
2017
Q3 | $1.63M | Sell |
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|
2017
Q2 | $1.65M | Buy |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $1.29M | Buy |
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