Strategic Wealth Partners’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	$131K	Buy	+2,059	New	+$131K	0.01%	363
2022 Q4	–	Sell	-24,513	Closed	-$944K	–	269
2022 Q3	$944K	Buy	+24,513	New	+$944K	0.2%	127
2021 Q4	–	Sell	-8,084	Closed	-$411K	–	288
2021 Q3	$411K	Buy	+8,084	New	+$411K	0.12%	188