Oak Family Advisors’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 | $213K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $214K | Sell |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $334K | Buy |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $307K | Buy |
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