&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
Q3
$18.4M Sell
2025
Q2
$17.3M Buy
2025
Q1
$10M Sell
2024
Q4
$9.71M Buy
2024
Q3
$6.8M Buy
2024
Q2
$925K Buy
2024
Q1
$393K Buy
2023
Q4
$215K Buy