Spire Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
122,408
+7,406
| +6% | +$470K | 0.28% | 73 |
|
|
2025
Q1 | $6.78M | Buy |
115,002
+211
| +0.2% | +$12.4K | 0.22% | 98 |
|
|
2024
Q4 | $6.02M | Buy |
114,791
+4,787
| +4% | +$251K | 0.19% | 112 |
|
|
2024
Q3 | $6.33M | Buy |
110,004
+4,913
| +5% | +$283K | 0.21% | 98 |
|
|
2024
Q2 | $5.57M | Sell |
105,091
-51,299
| -33% | -$2.72M | 0.2% | 107 |
|
|
2024
Q1 | $8.51M | Sell |
156,390
-21,675
| -12% | -$1.18M | 0.15% | 102 |
|
|
2023
Q4 | $9.09M | Sell |
178,065
-5,999
| -3% | -$306K | 0.3% | 67 |
|
|
2023
Q3 | $9.01M | Buy |
184,064
+39,477
| +27% | +$1.93M | 0.34% | 64 |
|
|
2023
Q2 | $7.08M | Sell |
144,587
-1,588
| -1% | -$77.7K | 0.26% | 81 |
|
|
2023
Q1 | $7.09M | Buy |
146,175
+20,106
| +16% | +$976K | 0.28% | 81 |
|
|
2022
Q4 | $5.78M | Buy |
126,069
+16,561
| +15% | +$760K | 0.33% | 71 |
|
|
2022
Q3 | $4.22M | Sell |
109,508
-65,063
| -37% | -$2.51M | 0.26% | 92 |
|
|
2022
Q2 | $7.58M | Sell |
174,571
-58,023
| -25% | -$2.52M | 0.31% | 84 |
|
|
2022
Q1 | $11.7M | Buy |
232,594
+18,248
| +9% | +$917K | 0.31% | 84 |
|
|
2021
Q4 | $10.8M | Buy |
214,346
+13,138
| +7% | +$662K | 0.24% | 114 |
|
|
2021
Q3 | $10.2M | Buy |
201,208
+8,201
| +4% | +$417K | 0.27% | 106 |
|
|
2021
Q2 | $9.99M | Buy |
193,007
+47,384
| +33% | +$2.45M | 0.27% | 106 |
|
|
2021
Q1 | $7.46M | Buy |
+145,623
| New | +$7.46M | 0.2% | 125 |
|