Rothschild Investment LLC’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 | $143K | Hold |
2,257
| – | – | 0.01% | 573 |
|
|
2025
Q1 | $133K | Hold |
2,257
| – | – | 0.01% | 580 |
|
|
2024
Q4 | $118K | Hold |
2,257
| – | – | 0.01% | 599 |
|
|
2024
Q3 | $130K | Sell |
2,257
-110
| -5% | -$6.33K | 0.01% | 595 |
|
|
2024
Q2 | $126K | Sell |
2,367
-134
| -5% | -$7.11K | 0.01% | 586 |
|
|
2024
Q1 | $136K | Buy |
2,501
+134
| +6% | +$7.29K | 0.01% | 540 |
|
|
2023
Q4 | $123K | Buy |
+2,367
| New | +$123K | 0.01% | 493 |
|