Sovereign Financial Group’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 | $2.05M | Buy |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $994K | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $883K | Buy |
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|
2022
Q1 | $778K | Sell |
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|
2021
Q4 | $886K | Buy |
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