Tempus Wealth Planning’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 | $2.08M | Buy |
32,836
+7,674
| +30% | +$487K | 0.52% | 51 |
|
|
2025
Q1 | $1.48M | Sell |
25,162
-91
| -0.4% | -$5.36K | 0.44% | 63 |
|
|
2024
Q4 | $1.32M | Buy |
25,253
+1,964
| +8% | +$103K | 0.4% | 74 |
|
|
2024
Q3 | $1.34M | Buy |
23,289
+2,557
| +12% | +$147K | 0.49% | 54 |
|
|
2024
Q2 | $1.1M | Sell |
20,732
-1,537
| -7% | -$81.5K | 0.46% | 61 |
|
|
2024
Q1 | $1.21M | Sell |
22,269
-709
| -3% | -$38.6K | 0.53% | 47 |
|
|
2023
Q4 | $1.2M | Buy |
22,978
+1,901
| +9% | +$99K | 0.53% | 58 |
|
|
2023
Q3 | $1.03M | Sell |
21,077
-464
| -2% | -$22.7K | 0.52% | 49 |
|
|
2023
Q2 | $1.05M | Sell |
21,541
-931
| -4% | -$45.6K | 0.48% | 63 |
|
|
2023
Q1 | $1.09M | Buy |
22,472
+1,450
| +7% | +$70.4K | 0.53% | 49 |
|
|
2022
Q4 | $964K | Buy |
21,022
+567
| +3% | +$26K | 0.59% | 54 |
|
|
2022
Q3 | $788K | Buy |
20,455
+15,075
| +280% | +$581K | 0.53% | 53 |
|
|
2022
Q2 | $233K | Buy |
+5,380
| New | +$233K | 0.19% | 112 |
|