Portside Wealth Group’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 | $490K | Buy |
7,717
+936
| +14% | +$59.4K | 0.07% | 252 |
|
|
2025
Q1 | $400K | Buy |
6,781
+301
| +5% | +$17.7K | 0.07% | 266 |
|
|
2024
Q4 | $340K | Buy |
6,480
+1,078
| +20% | +$56.6K | 0.06% | 295 |
|
|
2024
Q3 | $311K | Buy |
5,402
+613
| +13% | +$35.3K | 0.05% | 301 |
|
|
2024
Q2 | $254K | Sell |
4,789
-878
| -15% | -$46.6K | 0.05% | 297 |
|
|
2024
Q1 | $308K | Sell |
5,667
-732
| -11% | -$39.8K | 0.06% | 271 |
|
|
2023
Q4 | $333K | Sell |
6,399
-1,004
| -14% | -$52.3K | 0.06% | 251 |
|
|
2023
Q3 | $364K | Sell |
7,403
-272
| -4% | -$13.4K | 0.07% | 231 |
|
|
2023
Q2 | $376K | Buy |
+7,675
| New | +$376K | 0.07% | 227 |
|