Summit Financial’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 | $594K | Buy |
9,360
+3,832
| +69% | +$243K | 0.01% | 536 |
|
|
2025
Q1 | $326K | Sell |
5,528
-27
| -0.5% | -$1.59K | 0.01% | 596 |
|
|
2024
Q4 | $291K | Buy |
+5,555
| New | +$291K | 0.01% | 547 |
|
|
2023
Q3 | – | Sell |
-5,624
| Closed | -$275K | – | 336 |
|
|
2023
Q2 | $275K | Buy |
+5,624
| New | +$275K | 0.02% | 284 |
|