Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $197K | Hold |
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|
2023
Q3 | $185K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $153K | Sell |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $277K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $128K | Buy |
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|
2014
Q3 | $136K | Buy |
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|
2014
Q2 | $145K | Sell |
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|
2014
Q1 | $164K | Sell |
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|
2013
Q4 | $198K | Buy |
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