Sachetta’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 | $476K | Sell |
7,500
-583
| -7% | -$37K | 0.19% | 94 |
|
|
2025
Q1 | $476K | Hold |
8,083
| – | – | 0.2% | 93 |
|
|
2024
Q4 | $424K | Buy |
8,083
+1,583
| +24% | +$83.1K | 0.17% | 97 |
|
|
2024
Q3 | $374K | Hold |
6,500
| – | – | 0.15% | 109 |
|
|
2024
Q2 | $355K | Sell |
6,500
-30
| -0.5% | -$1.64K | 0.15% | 108 |
|
|
2024
Q1 | $340K | Hold |
6,530
| – | – | 0.16% | 107 |
|
|
2023
Q4 | $340K | Buy |
+6,530
| New | +$340K | 0.16% | 107 |
|