Rise 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 | $2.79K | Buy |
+44
| New | +$2.79K | ﹤0.01% | 1174 |
|
|
2023
Q4 | – | Sell |
-39
| Closed | -$1.93K | – | 643 |
|
|
2023
Q3 | $1.93K | Sell |
39
-288
| -88% | -$14.3K | ﹤0.01% | 471 |
|
|
2023
Q2 | $16K | Buy |
327
+8
| +3% | +$392 | 0.01% | 269 |
|
|
2023
Q1 | $15.5K | Hold |
319
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $14.6K | Buy |
+319
| New | +$14.6K | 0.01% | 289 |
|