OP
ORG Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
25,697
+16,523
| +180% | +$1.05M | 0.35% | 61 |
|
|
2025
Q1 | $541K | Sell |
9,174
-147,602
| -94% | -$8.71M | 0.13% | 142 |
|
|
2024
Q4 | $8.23M | Buy |
156,776
+5,453
| +4% | +$286K | 1.12% | 22 |
|
|
2024
Q3 | $8.71M | Buy |
151,323
+856
| +0.6% | +$49.2K | 1.39% | 16 |
|
|
2024
Q2 | $8.02M | Buy |
+150,467
| New | +$8.02M | 1% | 20 |
|
|
2024
Q1 | – | Sell |
-136,035
| Closed | -$7.09M | – | 690 |
|
|
2023
Q4 | $7.09M | Buy |
136,035
+133,459
| +5,181% | +$6.95M | 1.18% | 18 |
|
|
2023
Q3 | $126K | Sell |
2,576
-80,865
| -97% | -$3.96M | 0.04% | 362 |
|
|
2023
Q2 | $4.1M | Buy |
83,441
+331
| +0.4% | +$16.3K | 0.67% | 33 |
|
|
2023
Q1 | $4.08M | Buy |
+83,110
| New | +$4.08M | 1% | 27 |
|