Sax Wealth 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 | $3.75M | Sell |
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|
2025
Q2 | $3.56M | Buy |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.45M | Sell |
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|
2024
Q2 | $2.28M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $2.22M | Buy |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $2.12M | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $2.3M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | $3.35M | Sell |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $3.34M | Buy |
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|
2020
Q4 | $3.02M | Buy |
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