Team Hewins’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 | $233K | Hold |
3,665
| – | – | 0.08% | 33 |
|
|
2025
Q1 | $216K | Sell |
3,665
-930
| -20% | -$54.8K | 0.08% | 35 |
|
|
2024
Q4 | $241K | Sell |
4,595
-98
| -2% | -$5.14K | 0.09% | 34 |
|
|
2024
Q3 | $270K | Buy |
4,693
+98
| +2% | +$5.64K | 0.1% | 31 |
|
|
2024
Q2 | $244K | Hold |
4,595
| – | – | 0.1% | 27 |
|
|
2024
Q1 | $250K | Sell |
4,595
-552
| -11% | -$30K | 0.1% | 25 |
|
|
2023
Q4 | $268K | Buy |
+5,147
| New | +$268K | 0.12% | 22 |
|
|
2023
Q3 | – | Sell |
-5,147
| Closed | -$252K | – | 37 |
|
|
2023
Q2 | $252K | Hold |
5,147
| – | – | 0.12% | 23 |
|
|
2023
Q1 | $250K | Hold |
5,147
| – | – | 0.13% | 21 |
|
|
2022
Q4 | $236K | Buy |
+5,147
| New | +$236K | 0.13% | 22 |
|