PBMares Wealth 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 | $426K | Sell |
|
|||||
|
2025
Q1 | $418K | Hold |
|
|||||
|
2024
Q4 | $372K | Buy |
|
|||||
|
2024
Q3 | $398K | Sell |
|
|||||
|
2024
Q2 | $369K | Buy |
|
|||||
|
2024
Q1 | $315K | Sell |
|
|||||
|
2023
Q4 | $381K | Sell |
|
|||||
|
2023
Q3 | $367K | Sell |
|
|||||
|
2023
Q2 | $372K | Sell |
|
|||||
|
2023
Q1 | $387K | Buy |
|
|||||
|
2022
Q4 | $365K | Sell |
|
|||||
|
2022
Q3 | $317K | Sell |
|
|||||
|
2022
Q2 | $384K | Buy |
|
|||||
|
2022
Q1 | $417K | Sell |
|
|||||
|
2021
Q4 | $836K | Sell |
|
|||||
|
2021
Q3 | $848K | Buy |
|
|||||
|
2021
Q2 | $821K | Buy |
|
|||||
|
2021
Q1 | $726K | Buy |
|
|||||
|
2020
Q4 | $254K | Buy |
|