Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $938K | Buy |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q3 | $830K | Sell |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $956K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $906K | Sell |
|
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.2M | Sell |
|
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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