Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21,228
| Closed | -$1.03M | – | 162 |
|
|
2023
Q1 | $1.03M | Buy |
21,228
+53
| +0.3% | +$2.57K | 0.65% | 42 |
|
|
2022
Q4 | $972K | Buy |
21,175
+879
| +4% | +$40.3K | 0.63% | 45 |
|
|
2022
Q3 | $782K | Sell |
20,296
-1,803
| -8% | -$69.5K | 0.57% | 47 |
|
|
2022
Q2 | $959K | Buy |
22,099
+885
| +4% | +$38.4K | 0.65% | 40 |
|
|
2022
Q1 | $1.07M | Buy |
21,214
+584
| +3% | +$29.3K | 0.61% | 42 |
|
|
2021
Q4 | $1.04M | Buy |
20,630
+1,170
| +6% | +$59K | 0.57% | 44 |
|
|
2021
Q3 | $990K | Sell |
19,460
-393
| -2% | -$20K | 0.59% | 42 |
|
|
2021
Q2 | $1.03M | Buy |
19,853
+5,384
| +37% | +$279K | 0.62% | 40 |
|
|
2021
Q1 | $737K | Buy |
+14,469
| New | +$737K | 0.49% | 53 |
|