Osborne Partners Capital Management’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 | $559K | Hold |
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|
2025
Q1 | $519K | Hold |
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|
2024
Q4 | $462K | Hold |
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|
2024
Q3 | $506K | Hold |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $492K | Hold |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $520K | Hold |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $596K | Buy |
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|
2021
Q1 | $512K | Buy |
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