Spectrum Planning & Advisory Services’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
Q2
$7.71M Buy
2025
Q1
$6.64M Buy
2024
Q4
$5.3M Buy
2024
Q3
$5.73M Buy
2024
Q2
$2.4M Buy
2023
Q4
$5M Sell
2023
Q3
$5.24M Buy
2023
Q2
$3.94M Sell
2023
Q1
$3.95M Buy
2022
Q4
$3.41M Sell
2022
Q3
$3.71M Sell
2022
Q2
$5.02M Buy
2022
Q1
$5.37M Buy
2021
Q4
$5.28M Buy
2021
Q3
$5.07M Sell
2021
Q2
$5.32M Buy
2021
Q1
$3.97M Buy