Resurgent Financial 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 | $1.35M | Buy |
21,288
+7,204
| +51% | +$457K | 0.74% | 34 |
|
|
2025
Q1 | $830K | Sell |
14,084
-4,092
| -23% | -$241K | 0.5% | 57 |
|
|
2024
Q4 | $954K | Buy |
18,176
+3,947
| +28% | +$207K | 0.56% | 46 |
|
|
2024
Q3 | $819K | Buy |
14,229
+8,316
| +141% | +$478K | 0.48% | 57 |
|
|
2024
Q2 | $314K | Sell |
5,913
-7,442
| -56% | -$395K | 0.2% | 136 |
|
|
2024
Q1 | $727K | Buy |
13,355
+352
| +3% | +$19.1K | 0.39% | 76 |
|
|
2023
Q4 | $677K | Buy |
13,003
+663
| +5% | +$34.5K | 0.42% | 63 |
|
|
2023
Q3 | $604K | Buy |
12,340
+5,876
| +91% | +$288K | 0.41% | 60 |
|
|
2023
Q2 | $316K | Buy |
6,464
+553
| +9% | +$27.1K | 0.21% | 106 |
|
|
2023
Q1 | $287K | Sell |
5,911
-351
| -6% | -$17K | 0.19% | 110 |
|
|
2022
Q4 | $287K | Sell |
6,262
-271
| -4% | -$12.4K | 0.15% | 143 |
|
|
2022
Q3 | $252K | Sell |
6,533
-2,062
| -24% | -$79.5K | 0.17% | 147 |
|
|
2022
Q2 | $373K | Buy |
8,595
+3,891
| +83% | +$169K | 0.24% | 112 |
|
|
2022
Q1 | $236K | Buy |
+4,704
| New | +$236K | 0.15% | 151 |
|