Powell Investment Advisors’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 | $50.2K | Buy |
790
+17
| +2% | +$1.08K | 0.02% | 154 |
|
|
2025
Q1 | $45.6K | Hold |
773
| – | – | 0.02% | 138 |
|
|
2024
Q4 | $40.6K | Buy |
773
+13
| +2% | +$682 | 0.02% | 148 |
|
|
2024
Q3 | $43.7K | Hold |
760
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $40.3K | Buy |
760
+22
| +3% | +$1.17K | 0.02% | 140 |
|
|
2024
Q1 | $40.2K | Hold |
738
| – | – | 0.02% | 138 |
|
|
2023
Q4 | $38.5K | Buy |
738
+13
| +2% | +$677 | 0.02% | 141 |
|
|
2023
Q3 | $35.5K | Hold |
725
| – | – | 0.02% | 131 |
|
|
2023
Q2 | $35.5K | Buy |
725
+19
| +3% | +$930 | 0.02% | 123 |
|
|
2023
Q1 | $34.3K | Hold |
706
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $32.4K | Buy |
706
+8
| +1% | +$367 | 0.02% | 121 |
|
|
2022
Q3 | $27K | Hold |
698
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $30K | Buy |
698
+22
| +3% | +$946 | 0.02% | 136 |
|
|
2022
Q1 | $34K | Buy |
676
+1
| +0.1% | +$50 | 0.02% | 123 |
|
|
2021
Q4 | $34K | Buy |
675
+14
| +2% | +$705 | 0.02% | 126 |
|
|
2021
Q3 | $34K | Hold |
661
| – | – | 0.02% | 118 |
|
|
2021
Q2 | $34K | Buy |
661
+11
| +2% | +$566 | 0.02% | 115 |
|
|
2021
Q1 | $33K | Hold |
650
| – | – | 0.02% | 117 |
|
|
2020
Q4 | $31K | Buy |
650
+9
| +1% | +$429 | 0.02% | 103 |
|
|
2020
Q3 | $26K | Hold |
641
| – | – | 0.02% | 110 |
|
|
2020
Q2 | $26K | Sell |
641
-6,113
| -91% | -$248K | 0.03% | 107 |
|
|
2020
Q1 | $241K | Buy |
+6,754
| New | +$241K | 0.29% | 69 |
|