Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $53.2M | Buy |
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|
2023
Q2 | $28.9M | Hold |
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|
2023
Q1 | $28.6M | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $44K | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.42M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $187K | Hold |
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|
2017
Q1 | $182K | Buy |
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