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SWP Financial’s iShares MSCI EAFE Value ETF EFV Stock Holding History

SWP Financial’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.99M Buy
78,569
+39,880
+103% +$2.53M 2.74% 11
2025
Q1 		$2.28M Sell
38,689
-21,249
-35% -$1.25M 1.39% 20
2024
Q4 		$3.14M Buy
+59,938
New +$3.14M 1.9% 14