Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5K | Buy |
622
+1
| +0.2% | +$64 | ﹤0.01% | 230 |
|
|
2025
Q1 | $36.6K | Hold |
621
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $32.6K | Buy |
621
+1
| +0.2% | +$53 | ﹤0.01% | 219 |
|
|
2024
Q3 | $35.7K | Hold |
620
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $32.9K | Buy |
620
+215
| +53% | +$11.4K | ﹤0.01% | 222 |
|
|
2024
Q1 | $22K | Sell |
405
-139
| -26% | -$7.56K | ﹤0.01% | 227 |
|
|
2023
Q4 | $28.3K | Buy |
+544
| New | +$28.3K | ﹤0.01% | 204 |
|