Sage Financial Group’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 | $2.6M | Buy |
40,883
+585
| +1% | +$37.1K | 0.19% | 34 |
|
|
2025
Q1 | $2.38M | Sell |
40,298
-8,973
| -18% | -$529K | 0.19% | 35 |
|
|
2024
Q4 | $2.59M | Buy |
49,271
+18,725
| +61% | +$983K | 0.21% | 36 |
|
|
2024
Q3 | $1.76M | Buy |
30,546
+6,530
| +27% | +$376K | 0.14% | 46 |
|
|
2024
Q2 | $1.27M | Sell |
24,016
-615
| -2% | -$32.6K | 0.11% | 49 |
|
|
2024
Q1 | $1.34M | Sell |
24,631
-650
| -3% | -$35.4K | 0.12% | 45 |
|
|
2023
Q4 | $1.32M | Sell |
25,281
-1,115
| -4% | -$58.1K | 0.13% | 46 |
|
|
2023
Q3 | $1.29M | Hold |
26,396
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $1.29M | Sell |
26,396
-1,958
| -7% | -$95.8K | 0.14% | 45 |
|
|
2023
Q1 | $1.38M | Sell |
28,354
-6,702
| -19% | -$325K | 0.16% | 46 |
|
|
2022
Q4 | $1.61M | Buy |
+35,056
| New | +$1.61M | 0.2% | 40 |
|