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 |
|