Stone Summit Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Stone Summit Wealth’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Sell
2025 Q2	$207K	Buy
2023 Q1	–	Sell
2022 Q4	$499K	Buy
2022 Q3	$364K	Sell
2022 Q2	$410K	Buy
2022 Q1	$477K	Sell
2021 Q4	$521K	Buy