Sage Mountain Advisors’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
Q3 | $353K | Hold |
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|
2025
Q2 | $330K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $195K | Buy |
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