Stokes Family Office’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 | $624K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $231K | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.43M | Buy |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $319K | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $385K | Buy |
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