Steward Partners Investment Advisory’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 | $16.4M | Buy |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $6.34M | Sell |
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|
2024
Q1 | $8.49M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $7.07M | Buy |
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|
2023
Q1 | $6.29M | Sell |
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|
2022
Q4 | $8.49M | Buy |
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|
2022
Q3 | $5.96M | Sell |
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|
2022
Q2 | $7.85M | Buy |
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|
2022
Q1 | $7.97M | Sell |
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|
2021
Q4 | $8.53M | Buy |
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|
2021
Q3 | $7.8M | Buy |
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|
2021
Q2 | $7.66M | Buy |
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|
2021
Q1 | $6.54M | Buy |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $15K | Buy |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $11K | Sell |
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|
2019
Q4 | $98K | Buy |
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|
2019
Q3 | $84K | Sell |
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|
2019
Q2 | $116K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $66K | Buy |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $530K | Buy |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $32K | Sell |
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|
2016
Q4 | $52K | Buy |
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