Robertson Stephens Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $32.6M | Buy |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.25M | Sell |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $3.34M | Sell |
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|
2021
Q3 | $4.11M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $2.2M | Buy |
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