Perigon 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
Q3 | $24.7M | Buy |
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|
2025
Q2 | $20.3M | Buy |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $14.3M | Buy |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $5.93M | Sell |
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|
2024
Q1 | $8.1M | Sell |
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|
2023
Q4 | $8.73M | Sell |
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|
2023
Q3 | $8.84M | Buy |
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|
2023
Q2 | $6.63M | Sell |
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|
2023
Q1 | $6.74M | Buy |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $4.45M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $6.36M | Buy |
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|
2021
Q4 | $6.01M | Buy |
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|
2021
Q3 | $5.59M | Buy |
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|
2021
Q2 | $4.81M | Buy |
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|
2021
Q1 | $2.43M | Buy |
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|
2020
Q4 | $195K | Sell |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $300K | Sell |
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|
2020
Q1 | $315K | Buy |
|