Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,333
| Closed | -$218K | – | 506 |
|
|
2021
Q4 | $218K | Sell |
4,333
-1,231
| -22% | -$61.9K | ﹤0.01% | 514 |
|
|
2021
Q3 | $283K | Buy |
5,564
+1,640
| +42% | +$83.4K | ﹤0.01% | 418 |
|
|
2021
Q2 | $203K | Sell |
3,924
-503
| -11% | -$26K | ﹤0.01% | 473 |
|
|
2021
Q1 | $226K | Buy |
+4,427
| New | +$226K | ﹤0.01% | 443 |
|
|
2018
Q4 | – | Sell |
-4,203
| Closed | -$218K | – | 312 |
|
|
2018
Q3 | $218K | Buy |
+4,203
| New | +$218K | ﹤0.01% | 284 |
|