Simon Quick 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 | – | Sell |
-3,456
| Closed | -$204K | – | 818 |
|
|
2025
Q1 | $204K | Buy |
+3,456
| New | +$204K | 0.01% | 558 |
|
|
2018
Q2 | – | Sell |
-163
| Closed | -$9K | – | 357 |
|
|
2018
Q1 | $9K | Buy |
+163
| New | +$9K | ﹤0.01% | 241 |
|
|
2017
Q4 | – | Sell |
-163
| Closed | -$9K | – | 476 |
|
|
2017
Q3 | $9K | Buy |
+163
| New | +$9K | ﹤0.01% | 432 |
|