Shakespeare Wealth Management’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	$20M	Buy	314,314 +11,095	+4%	+$704K	5.32%	7
2025 Q1	$17.9M	Sell	303,219 -15,785	-5%	-$930K	4.79%	8
2024 Q4	$16.7M	Buy	319,004 +17,804	+6%	+$934K	4.51%	8
2024 Q3	$17.3M	Buy	+301,200	New	+$17.3M	4.53%	8