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ORG Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

ORG Wealth Partners’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$440K Sell
6,915
-225
-3% -$14.3K 0.11% 128
2025
Q1 		$421K Buy
7,140
+82
+1% +$4.84K 0.13% 133
2024
Q4 		$370K Buy
7,058
+1,795
+34% +$94.2K 0.11% 86
2024
Q3 		$303K Buy
+5,263
New +$303K 0.1% 93