Simplicity Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
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|
2025
Q1 | $8.59M | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $8.86M | Buy |
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|
2024
Q2 | $6.9M | Sell |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $9.48M | Buy |
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|
2023
Q3 | $8.73M | Buy |
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|
2023
Q2 | $7.22M | Sell |
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|
2023
Q1 | $7.29M | Buy |
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|
2022
Q4 | $5.74M | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $569K | Buy |
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