Perennial Investment Advisors’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 | $808K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | $556K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $482K | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $475K | Buy |
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