Oxford Financial Group’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
Q4 | $246K | Hold |
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|
2025
Q3 | $234K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $682 | Hold |
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|
2024
Q3 | $748 | Sell |
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|
2024
Q2 | $6.63K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $62.7K | Hold |
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|
2023
Q3 | $58.9K | Sell |
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|
2023
Q2 | $78.7K | Buy |
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|
2023
Q1 | $60.5K | Buy |
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|
2022
Q4 | $55.2K | Buy |
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