Plante Moran Financial Advisors’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 | $336K | Buy |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $196K | Sell |
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|
2023
Q2 | $197K | Sell |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $148K | Sell |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $193K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $73K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $58K | Buy |
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