Stone Summit Wealth’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 | $207K | Buy |
+3,266
| New | +$207K | 0.06% | 140 |
|
|
2023
Q1 | – | Sell |
-10,878
| Closed | -$499K | – | 134 |
|
|
2022
Q4 | $499K | Buy |
10,878
+1,440
| +15% | +$66.1K | 0.24% | 86 |
|
|
2022
Q3 | $364K | Sell |
9,438
-20
| -0.2% | -$771 | 0.22% | 92 |
|
|
2022
Q2 | $410K | Buy |
9,458
+77
| +0.8% | +$3.34K | 0.24% | 89 |
|
|
2022
Q1 | $477K | Sell |
9,381
-947
| -9% | -$48.2K | 0.27% | 88 |
|
|
2021
Q4 | $521K | Buy |
+10,328
| New | +$521K | 0.42% | 74 |
|