PSI 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 | – | Sell |
-746
| Closed | -$44K | – | 258 |
|
|
2025
Q1 | $44K | Sell |
746
-188
| -20% | -$11.1K | 0.01% | 253 |
|
|
2024
Q4 | $49K | Buy |
934
+851
| +1,025% | +$44.7K | 0.01% | 278 |
|
|
2024
Q3 | $4.78K | Hold |
83
| – | – | ﹤0.01% | 665 |
|
|
2024
Q2 | $4.4K | Hold |
83
| – | – | ﹤0.01% | 653 |
|
|
2024
Q1 | $4.52K | Hold |
83
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $4.32K | Hold |
83
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $4.06K | Hold |
83
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $4.06K | Hold |
83
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $4.03K | Hold |
83
| – | – | ﹤0.01% | 557 |
|
|
2022
Q4 | $3.81K | Hold |
83
| – | – | ﹤0.01% | 552 |
|
|
2022
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 585 |
|
|
2022
Q2 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 597 |
|