Prosperity Planning’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
Q3 | $487K | Sell |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $408K | Sell |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $580K | Sell |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $669K | Buy |
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|
2020
Q4 | $318K | Buy |
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