Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $922K | Buy |
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|
2024
Q1 | $940K | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.46M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $3.06M | Buy |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.54M | Sell |
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|
2021
Q2 | $2.63M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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