Personal CFO Solutions’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,473
| Closed | -$323K | – | 491 |
|
|
2025
Q1 | $323K | Buy |
+5,473
| New | +$323K | 0.07% | 296 |
|
|
2024
Q4 | – | Sell |
-4,359
| Closed | -$251K | – | 502 |
|
|
2024
Q3 | $251K | Buy |
+4,359
| New | +$251K | 0.04% | 473 |
|
|
2022
Q3 | – | Sell |
-19,960
| Closed | -$866K | – | 432 |
|
|
2022
Q2 | $866K | Buy |
19,960
+4,082
| +26% | +$177K | 0.2% | 81 |
|
|
2022
Q1 | $798K | Buy |
15,878
+5,968
| +60% | +$300K | 0.16% | 126 |
|
|
2021
Q4 | $499K | Buy |
+9,910
| New | +$499K | 0.09% | 197 |
|