Semmax Financial Advisors’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 | $1.52M | Buy |
23,086
+9,144
| +66% | +$601K | 0.39% | 75 |
|
|
2025
Q1 | $861K | Sell |
13,942
-4,523
| -24% | -$279K | 0.23% | 100 |
|
|
2024
Q4 | $1.05M | Buy |
18,465
+3,493
| +23% | +$199K | 0.28% | 95 |
|
|
2024
Q3 | $805K | Buy |
14,972
+9,053
| +153% | +$487K | 0.22% | 100 |
|
|
2024
Q2 | $318K | Sell |
5,919
-1,971
| -25% | -$106K | 0.1% | 110 |
|
|
2024
Q1 | $438K | Buy |
7,890
+724
| +10% | +$40.2K | 0.14% | 102 |
|
|
2023
Q4 | $362K | Buy |
7,166
+6,640
| +1,262% | +$335K | 0.13% | 96 |
|
|
2023
Q3 | $25.5K | Buy |
+526
| New | +$25.5K | 0.01% | 152 |
|