Stage Harbor Financial’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 | $6.02M | Sell |
94,816
-1,515
| -2% | -$96.2K | 4.89% | 4 |
|
|
2025
Q1 | $5.68M | Buy |
96,331
+7,842
| +9% | +$462K | 4.81% | 5 |
|
|
2024
Q4 | $4.64M | Buy |
88,489
+1,371
| +2% | +$71.9K | 4.04% | 7 |
|
|
2024
Q3 | $4.93M | Sell |
87,118
-2,356
| -3% | -$133K | 4.49% | 7 |
|
|
2024
Q2 | $4.75M | Sell |
89,474
-618
| -0.7% | -$32.8K | 4.58% | 6 |
|
|
2024
Q1 | $4.9M | Sell |
90,092
-392
| -0.4% | -$21.3K | 4.46% | 6 |
|
|
2023
Q4 | $4.71M | Buy |
+90,484
| New | +$4.71M | 4.54% | 7 |
|