Patriot Financial Group Insurance Agency’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 | $3.1M | Sell |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.83M | Sell |
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|
2022
Q3 | $2.43M | Sell |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.64M | Sell |
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|
2021
Q4 | $4.01M | Buy |
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|
2021
Q3 | $3.75M | Buy |
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|
2021
Q2 | $3.54M | Buy |
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|
2021
Q1 | $2.27M | Buy |
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|
2020
Q4 | $561K | Buy |
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|
2020
Q3 | $476K | Buy |
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|
2020
Q2 | $452K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $436K | Buy |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q2 | $149K | Buy |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $38K | Sell |
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|
2018
Q1 | $114K | Buy |
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|
2017
Q4 | $103K | Buy |
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|
2017
Q3 | $50K | Buy |
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|
2017
Q2 | $41K | Buy |
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|
2017
Q1 | $23K | Sell |
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|
2016
Q4 | $26K | Buy |
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