Optimum Investment Advisors’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 | $19.1K | Hold |
301
| – | – | 0.01% | 442 |
|
|
2025
Q1 | $17.7K | Hold |
301
| – | – | 0.01% | 452 |
|
|
2024
Q4 | $15.8K | Hold |
301
| – | – | 0.01% | 459 |
|
|
2024
Q3 | $17.3K | Hold |
301
| – | – | 0.01% | 469 |
|
|
2024
Q2 | $16K | Hold |
301
| – | – | 0.01% | 471 |
|
|
2024
Q1 | $16.4K | Hold |
301
| – | – | 0.01% | 471 |
|
|
2023
Q4 | $15.7K | Hold |
301
| – | – | 0.01% | 472 |
|
|
2023
Q3 | $14.7K | Hold |
301
| – | – | 0.01% | 504 |
|
|
2023
Q2 | $14.7K | Hold |
301
| – | – | 0.01% | 508 |
|
|
2023
Q1 | $14.6K | Hold |
301
| – | – | 0.01% | 519 |
|
|
2022
Q4 | $13.8K | Hold |
301
| – | – | 0.01% | 533 |
|
|
2022
Q3 | $12K | Hold |
301
| – | – | 0.01% | 561 |
|
|
2022
Q2 | $13K | Hold |
301
| – | – | 0.01% | 567 |
|
|
2022
Q1 | $15K | Hold |
301
| – | – | 0.01% | 595 |
|
|
2021
Q4 | $15K | Hold |
301
| – | – | 0.01% | 629 |
|
|
2021
Q3 | $15K | Hold |
301
| – | – | 0.01% | 625 |
|
|
2021
Q2 | $16K | Hold |
301
| – | – | 0.01% | 694 |
|
|
2021
Q1 | $15K | Hold |
301
| – | – | ﹤0.01% | 710 |
|
|
2020
Q4 | $14K | Hold |
301
| – | – | ﹤0.01% | 676 |
|
|
2020
Q3 | $12K | Buy |
+301
| New | +$12K | ﹤0.01% | 670 |
|