SAI
Savvy Advisors Inc’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
15,434
-6,008
| -28% | -$381K | 0.07% | 226 |
|
|
2025
Q1 | $1.26M | Buy |
21,442
+15,606
| +267% | +$920K | 0.13% | 133 |
|
|
2024
Q4 | $306K | Buy |
5,836
+29
| +0.5% | +$1.52K | 0.04% | 337 |
|
|
2024
Q3 | $334K | Buy |
5,807
+898
| +18% | +$51.7K | 0.07% | 241 |
|
|
2024
Q2 | $260K | Sell |
4,909
-1,530
| -24% | -$81.2K | 0.08% | 233 |
|
|
2024
Q1 | $350K | Buy |
+6,439
| New | +$350K | 0.2% | 140 |
|