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Sagespring Wealth Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Sagespring Wealth Partners’s Portfolio EFV Stock Details EFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$67.7M Buy
1,065,950
+53,088
+5% +$3.37M 1.46% 16
2025
Q1 		$59.7M Sell
1,012,862
-188,382
-16% -$11.1M 1.51% 16
2024
Q4 		$63M Buy
+1,201,244
New +$63M 1.66% 15