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SMART Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SMART Wealth’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$468K Buy
7,376
+739
+11% +$46.9K 0.15% 109
2025
Q1 		$391K Buy
6,637
+1,299
+24% +$76.6K 0.14% 109
2024
Q4 		$280K Buy
5,338
+1,616
+43% +$84.8K 0.1% 124
2024
Q3 		$214K Buy
+3,722
New +$214K 0.08% 135