Pinnacle Wealth Planning Services’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
Q2 | $10M | Buy |
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|
2025
Q1 | $8.94M | Buy |
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|
2024
Q4 | $7.53M | Buy |
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|
2024
Q3 | $7.88M | Buy |
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|
2024
Q2 | $7.15M | Buy |
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|
2024
Q1 | $7.03M | Buy |
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|
2023
Q4 | $6.43M | Buy |
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|
2023
Q3 | $5.91M | Buy |
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|
2023
Q2 | $5.65M | Buy |
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|
2023
Q1 | $5.37M | Sell |
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|
2022
Q4 | $5.15M | Buy |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $662K | Buy |
|