RFP
RCS Financial Planning’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
63,593
+16,354
| +35% | +$1.04M | 2.01% | 14 |
|
|
2025
Q1 | $2.78M | Sell |
47,239
-5,365
| -10% | -$316K | 1.47% | 19 |
|
|
2024
Q4 | $2.76M | Sell |
52,604
-5,135
| -9% | -$269K | 1.47% | 17 |
|
|
2024
Q3 | $3.32M | Buy |
57,739
+20,254
| +54% | +$1.17M | 1.84% | 10 |
|
|
2024
Q2 | $1.99M | Sell |
37,485
-16,897
| -31% | -$896K | 1.17% | 20 |
|
|
2024
Q1 | $2.96M | Sell |
54,382
-3,796
| -7% | -$207K | 1.82% | 12 |
|
|
2023
Q4 | $3.03M | Buy |
58,178
+11,804
| +25% | +$615K | 1.98% | 11 |
|
|
2023
Q3 | $2.27M | Buy |
46,374
+19,539
| +73% | +$956K | 1.73% | 12 |
|
|
2023
Q2 | $1.31M | Buy |
26,835
+2,982
| +13% | +$146K | 1.08% | 22 |
|
|
2023
Q1 | $1.16M | Sell |
23,853
-6,733
| -22% | -$327K | 1.03% | 24 |
|
|
2022
Q4 | $1.4M | Buy |
+30,586
| New | +$1.4M | 1.36% | 16 |
|