Richardson Capital 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 | $27.7K | Buy |
436
+10
| +2% | +$635 | 0.01% | 102 |
|
2025
Q1 | $25.1K | Hold |
426
| – | – | 0.02% | 104 |
|
2024
Q4 | $22.4K | Buy |
426
+3
| +0.7% | +$158 | 0.01% | 98 |
|
2024
Q3 | $24.4K | Sell |
423
-54
| -11% | -$3.11K | 0.02% | 93 |
|
2024
Q2 | $25.3K | Sell |
477
-123
| -21% | -$6.53K | 0.02% | 93 |
|
2024
Q1 | $32.6K | Buy |
600
+47
| +8% | +$2.56K | 0.03% | 80 |
|
2023
Q4 | $28.8K | Buy |
+553
| New | +$28.8K | 0.03% | 71 |
|