ORG Wealth Partners’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
$440K Sell
2025
Q1
$421K Buy
2024
Q4
$370K Buy
2024
Q3
$303K Buy