SOA Wealth Advisors’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
Q3 | $180K | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $247K | Buy |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $544K | Sell |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $506K | Buy |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $806K | Buy |
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|
2021
Q3 | $801K | Sell |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.21M | Buy |
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