Obermeyer Wealth Partners’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 | $239K | Hold |
3,761
| – | – | 0.01% | 250 |
|
|
2025
Q1 | $222K | Buy |
+3,761
| New | +$222K | 0.01% | 242 |
|
|
2024
Q4 | – | Sell |
-3,761
| Closed | -$216K | – | 261 |
|
|
2024
Q3 | $216K | Buy |
+3,761
| New | +$216K | 0.01% | 240 |
|
|
2024
Q2 | – | Sell |
-4,911
| Closed | -$267K | – | 249 |
|
|
2024
Q1 | $267K | Buy |
4,911
+970
| +25% | +$52.8K | 0.02% | 205 |
|
|
2023
Q4 | $205K | Buy |
+3,941
| New | +$205K | 0.01% | 206 |
|