Powell Investment 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 | $50.2K | Buy |
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2025
Q1 | $45.6K | Hold |
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|
2024
Q4 | $40.6K | Buy |
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|
2024
Q3 | $43.7K | Hold |
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|
2024
Q2 | $40.3K | Buy |
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|
2024
Q1 | $40.2K | Hold |
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|
2023
Q4 | $38.5K | Buy |
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|
2023
Q3 | $35.5K | Hold |
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|
2023
Q2 | $35.5K | Buy |
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|
2023
Q1 | $34.3K | Hold |
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|
2022
Q4 | $32.4K | Buy |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $34K | Hold |
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|
2021
Q2 | $34K | Buy |
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|
2021
Q1 | $33K | Hold |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $241K | Buy |
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