Pointe Capital 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 | $444K | Buy |
6,993
+2,187
| +46% | +$139K | 0.23% | 100 |
|
|
2025
Q1 | $283K | Buy |
4,806
+760
| +19% | +$44.8K | 0.17% | 121 |
|
|
2024
Q4 | $212K | Buy |
4,046
+55
| +1% | +$2.89K | 0.12% | 153 |
|
|
2024
Q3 | $230K | Buy |
3,991
+28
| +0.7% | +$1.61K | 0.13% | 147 |
|
|
2024
Q2 | $210K | Sell |
3,963
-663
| -14% | -$35.2K | 0.13% | 149 |
|
|
2024
Q1 | $252K | Buy |
+4,626
| New | +$252K | 0.15% | 137 |
|
|
2023
Q2 | – | Sell |
-702
| Closed | -$34.1K | – | 223 |
|
|
2023
Q1 | $34.1K | Buy |
+702
| New | +$34.1K | 0.02% | 253 |
|