Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
11,950
+2,273
| +23% | +$144K | 0.37% | 50 |
|
|
2025
Q1 | $570K | Sell |
9,677
-1,314
| -12% | -$77.4K | 0.31% | 61 |
|
|
2024
Q4 | $577K | Buy |
10,991
+5,636
| +105% | +$296K | 0.28% | 63 |
|
|
2024
Q3 | $308K | Sell |
5,355
-1,599
| -23% | -$92K | 0.16% | 100 |
|
|
2024
Q2 | $369K | Sell |
6,954
-3,829
| -36% | -$203K | 0.2% | 79 |
|
|
2024
Q1 | $587K | Buy |
10,783
+1,677
| +18% | +$91.2K | 0.31% | 52 |
|
|
2023
Q4 | $474K | Sell |
9,106
-987
| -10% | -$51.4K | 0.28% | 56 |
|
|
2023
Q3 | $494K | Buy |
10,093
+1,860
| +23% | +$91K | 0.28% | 52 |
|
|
2023
Q2 | $403K | Sell |
8,233
-1,237
| -13% | -$60.5K | 0.22% | 72 |
|
|
2023
Q1 | $460K | Sell |
9,470
-727
| -7% | -$35.3K | 0.28% | 64 |
|
|
2022
Q4 | $468K | Buy |
10,197
+510
| +5% | +$23.4K | 0.33% | 54 |
|
|
2022
Q3 | $373K | Sell |
9,687
-1,692
| -15% | -$65.2K | 0.32% | 50 |
|
|
2022
Q2 | $494K | Sell |
11,379
-142
| -1% | -$6.17K | 0.4% | 51 |
|
|
2022
Q1 | $579K | Buy |
+11,521
| New | +$579K | 0.31% | 59 |
|
|
2021
Q4 | – | Sell |
-10,719
| Closed | -$545K | – | 126 |
|
|
2021
Q3 | $545K | Buy |
10,719
+50
| +0.5% | +$2.54K | 0.24% | 66 |
|
|
2021
Q2 | $552K | Buy |
10,669
+491
| +5% | +$25.4K | 0.24% | 67 |
|
|
2021
Q1 | $519K | Buy |
+10,178
| New | +$519K | 0.27% | 62 |
|