Summit Financial Strategies’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 | $2.83M | Sell |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $2.75M | Sell |
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|
2023
Q3 | $2.93M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $3.12M | Sell |
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|
2022
Q3 | $4.67M | Sell |
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|
2022
Q2 | $28M | Sell |
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|
2022
Q1 | $33M | Buy |
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|
2021
Q4 | $31.3M | Buy |
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|
2021
Q3 | $28.8M | Buy |
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|
2021
Q2 | $26.6M | Buy |
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|
2021
Q1 | $16.8M | Buy |
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|
2020
Q4 | $9.74M | Buy |
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|
2020
Q3 | $5.25M | Buy |
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