OneDigital Investment 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
Q2 | $157M | Buy |
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|
2025
Q1 | $107M | Sell |
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|
2024
Q4 | $126M | Sell |
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|
2024
Q3 | $149M | Buy |
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|
2024
Q2 | $70M | Sell |
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|
2024
Q1 | $76.2M | Sell |
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|
2023
Q4 | $89M | Sell |
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|
2023
Q3 | $87.1M | Buy |
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|
2023
Q2 | $55.2M | Buy |
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|
2023
Q1 | $54.7M | Sell |
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|
2022
Q4 | $53.6M | Buy |
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|
2022
Q3 | $6.75M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $38K | Sell |
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|
2018
Q3 | $183K | Hold |
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|
2018
Q2 | $181K | Hold |
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|
2018
Q1 | $193K | Sell |
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|
2017
Q4 | $718K | Buy |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Buy |
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