Squire Investment Management Company’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 | $434K | Sell |
6,844
-2,579
| -27% | -$164K | 0.16% | 52 |
|
|
2025
Q1 | $555K | Sell |
9,423
-1,000
| -10% | -$58.9K | 0.23% | 45 |
|
|
2024
Q4 | $547K | Sell |
10,423
-2,988
| -22% | -$157K | 0.24% | 48 |
|
|
2024
Q3 | $772K | Hold |
13,411
| – | – | 0.37% | 36 |
|
|
2024
Q2 | $711K | Sell |
13,411
-553
| -4% | -$29.3K | 0.4% | 34 |
|
|
2024
Q1 | $760K | Sell |
13,964
-64
| -0.5% | -$3.48K | 0.48% | 30 |
|
|
2023
Q4 | $731K | Buy |
+14,028
| New | +$731K | 0.6% | 25 |
|