Ruedi Wealth Management’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 | – | Sell |
-371
| Closed | -$21.9K | – | 137 |
|
|
2025
Q1 | $21.9K | Hold |
371
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $19.5K | Hold |
371
| – | – | 0.01% | 128 |
|
|
2024
Q3 | $21.3K | Hold |
371
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $19.7K | Hold |
371
| – | – | 0.01% | 128 |
|
|
2024
Q1 | $20.2K | Hold |
371
| – | – | 0.01% | 124 |
|
|
2023
Q4 | $19.3K | Buy |
+371
| New | +$19.3K | 0.01% | 112 |
|
|
2023
Q2 | – | Sell |
-780
| Closed | -$37.9K | – | 236 |
|
|
2023
Q1 | $37.9K | Buy |
+780
| New | +$37.9K | 0.02% | 94 |
|