Shum Financial Group’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 Q1	$4.76M	Buy	80,721 +1,324	+2%	+$78K	4.12%	4
2024 Q4	$4.17M	Buy	79,397 +1,290	+2%	+$67.7K	3.6%	6
2024 Q3	$4.37M	Buy	+78,107	New	+$4.37M	3.64%	6