Riverwater Partners’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
$4.59M Hold
72,288
2.16% 5
2025
Q1
$4.26M Sell
72,288
-16,279
-18% -$959K 2.19% 4
2024
Q4
$4.65M Buy
88,567
+282
+0.3% +$14.8K 2.26% 6
2024
Q3
$5.03M Hold
88,285
2.5% 3
2024
Q2
$4.68M Sell
88,285
-14,406
-14% -$764K 3.47% 2
2024
Q1
$5.59M Hold
102,691
4.11% 2
2023
Q4
$5.35M Buy
102,691
+72,568
+241% +$3.78M 4.22% 2
2023
Q3
$1.47M Hold
30,123
1.34% 10
2023
Q2
$1.47M Buy
30,123
+397
+1% +$19.4K 1.31% 10
2023
Q1
$1.44M Hold
29,726
1.32% 12
2022
Q4
$1.36M Buy
+29,726
New +$1.36M 1.16% 13