Oliver Lagore Vanvalin Investment Group’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 | $416K | Buy |
+7,061
| New | +$416K | 0.16% | 101 |
|
|
2024
Q4 | $495K | Buy |
9,428
+519
| +6% | +$27.2K | 0.13% | 87 |
|
|
2024
Q3 | $513K | Buy |
8,909
+3,918
| +79% | +$225K | 0.14% | 87 |
|
|
2024
Q2 | $265K | Sell |
4,991
-2,671
| -35% | -$142K | 0.08% | 101 |
|
|
2024
Q1 | $417K | Sell |
7,662
-4,957
| -39% | -$270K | 0.12% | 93 |
|
|
2023
Q4 | $657K | Sell |
12,619
-7,387
| -37% | -$385K | 0.24% | 69 |
|
|
2023
Q3 | $979K | Sell |
20,006
-10,160
| -34% | -$497K | 0.39% | 42 |
|
|
2023
Q2 | $1.48M | Buy |
30,166
+21,330
| +241% | +$1.04M | 0.54% | 35 |
|
|
2023
Q1 | $429K | Sell |
8,836
-1,761
| -17% | -$85.5K | 0.18% | 59 |
|
|
2022
Q4 | $486K | Sell |
10,597
-3,978
| -27% | -$183K | 0.27% | 46 |
|
|
2022
Q3 | $562K | Sell |
14,575
-5,339
| -27% | -$206K | 0.36% | 41 |
|
|
2022
Q2 | $864K | Buy |
19,914
+1,260
| +7% | +$54.7K | 0.5% | 33 |
|
|
2022
Q1 | $951K | Sell |
18,654
-135,996
| -88% | -$6.93M | 0.64% | 30 |
|
|
2021
Q4 | $7.79M | Buy |
+154,650
| New | +$7.79M | 0.56% | 27 |
|