Shum Financial Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Shum Financial Group’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.64M	Buy
2025 Q1	$4.76M	Buy
2024 Q4	$4.17M	Buy
2024 Q3	$4.37M	Buy