Prosperity Planning’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 | $508K | Buy |
8,003
+1,375
| +21% | +$87.3K | 0.15% | 77 |
|
|
2025
Q1 | $391K | Sell |
6,628
-1,687
| -20% | -$99.4K | 0.12% | 78 |
|
|
2024
Q4 | $436K | Buy |
8,315
+229
| +3% | +$12K | 0.14% | 73 |
|
|
2024
Q3 | $465K | Buy |
8,086
+1,815
| +29% | +$104K | 0.15% | 73 |
|
|
2024
Q2 | $333K | Sell |
6,271
-1,232
| -16% | -$65.3K | 0.11% | 81 |
|
|
2024
Q1 | $408K | Sell |
7,503
-1,124
| -13% | -$61.1K | 0.14% | 71 |
|
|
2023
Q4 | $449K | Sell |
8,627
-676
| -7% | -$35.2K | 0.17% | 68 |
|
|
2023
Q3 | $455K | Buy |
9,303
+1,161
| +14% | +$56.8K | 0.19% | 68 |
|
|
2023
Q2 | $398K | Buy |
8,142
+125
| +2% | +$6.12K | 0.16% | 70 |
|
|
2023
Q1 | $389K | Sell |
8,017
-831
| -9% | -$40.3K | 0.17% | 70 |
|
|
2022
Q4 | $428K | Hold |
8,848
| – | – | 0.21% | 62 |
|
|
2022
Q3 | $341K | Sell |
8,848
-2,658
| -23% | -$102K | 0.18% | 67 |
|
|
2022
Q2 | $493K | Hold |
11,506
| – | – | 0.25% | 56 |
|
|
2022
Q1 | $557K | Hold |
11,506
| – | – | 0.27% | 53 |
|
|
2021
Q4 | $580K | Sell |
11,506
-1,342
| -10% | -$67.6K | 0.29% | 50 |
|
|
2021
Q3 | $653K | Sell |
12,848
-896
| -7% | -$45.5K | 0.36% | 48 |
|
|
2021
Q2 | $711K | Buy |
13,744
+616
| +5% | +$31.9K | 0.44% | 44 |
|
|
2021
Q1 | $669K | Buy |
13,128
+6,397
| +95% | +$326K | 0.48% | 42 |
|
|
2020
Q4 | $318K | Buy |
+6,731
| New | +$318K | 0.27% | 53 |
|