Rialto Wealth Management’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
$804K Hold
12,663
0.22% 76
2025
Q1
$746K Sell
12,663
-32
-0.3% -$1.89K 0.23% 73
2024
Q4
$666K Buy
+12,695
New +$666K 0.22% 76