Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.24M | Buy |
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|
2022
Q3 | $2.59M | Buy |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3.72M | Buy |
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|
2021
Q4 | $3.55M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.39M | Buy |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $597K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Buy |
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