Peninsula Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$6.48M Buy
123,589
+9,007
+8% +$473K 1.11% 19
2024
Q3
$6.46M Sell
114,582
-19,410
-14% -$1.09M 1.13% 18
2024
Q2
$7.4M Buy
133,992
+72,392
+118% +$4M 1.38% 17
2024
Q1
$3.35M Buy
+61,600
New +$3.35M 0.67% 22