The Family Firm’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 | – | Sell |
-8,253
| Closed | -$486K | – | 113 |
|
|
2025
Q1 | $486K | Buy |
8,253
+1
| +0% | +$57 | 0.11% | 118 |
|
|
2024
Q4 | $433K | Buy |
8,252
+142
| +2% | +$7.78K | 0.1% | 129 |
|
|
2024
Q3 | $467K | Sell |
8,110
-1,072
| -12% | -$59.2K | 0.1% | 121 |
|
|
2024
Q2 | $487K | Buy |
9,182
+262
| +3% | +$14.2K | 0.11% | 111 |
|
|
2024
Q1 | $485K | Sell |
8,920
-338
| -4% | -$17.6K | 0.12% | 115 |
|
|
2023
Q4 | $482K | Buy |
9,258
+166
| +2% | +$8.21K | 0.12% | 107 |
|
|
2023
Q3 | $445K | Sell |
9,092
-308
| -3% | -$15.3K | 0.12% | 107 |
|
|
2023
Q2 | $460K | Sell |
9,400
-946
| -9% | -$46.6K | 0.12% | 107 |
|
|
2023
Q1 | $502K | Hold |
10,346
| – | – | 0.14% | 100 |
|
|
2022
Q4 | $475K | Sell |
10,346
-241
| -2% | -$10.5K | 0.14% | 104 |
|
|
2022
Q3 | $408K | Buy |
10,587
+1,111
| +12% | +$47.4K | 0.13% | 101 |
|
|
2022
Q2 | $411K | Buy |
9,476
+601
| +7% | +$28.6K | 0.12% | 109 |
|
|
2022
Q1 | $446K | Buy |
8,875
+18
| +0.2% | +$915 | 0.12% | 107 |
|
|
2021
Q4 | $446K | Buy |
8,857
+189
| +2% | +$9.65K | 0.12% | 107 |
|
|
2021
Q3 | $455K | Hold |
8,668
| – | – | 0.12% | 103 |
|
|
2021
Q2 | $449K | Buy |
8,668
+41
| +0.5% | +$2.17K | 0.12% | 107 |
|
|
2021
Q1 | $440K | Sell |
8,627
-584
| -6% | -$29K | 0.13% | 102 |
|
|
2020
Q4 | $449K | Buy |
9,211
+126
| +1% | +$5.55K | 0.13% | 101 |
|
|
2020
Q3 | $367K | Buy |
9,085
+420
| +5% | +$17.4K | 0.13% | 104 |
|
|
2020
Q2 | $346K | Buy |
8,665
+340
| +4% | +$13K | 0.13% | 104 |
|
|
2020
Q1 | $297K | Buy |
8,325
+380
| +5% | +$16.9K | 0.13% | 102 |
|
|
2019
Q4 | $397K | Buy |
7,945
+891
| +13% | +$43.7K | 0.13% | 100 |
|
|
2019
Q3 | $334K | Hold |
7,054
| – | – | 0.12% | 107 |
|
|
2019
Q2 | $339K | Buy |
7,054
+79
| +1% | +$3.86K | 0.12% | 105 |
|
|
2019
Q1 | $341K | Sell |
6,975
-10
| -0.1% | -$481 | 0.12% | 104 |
|
|
2018
Q4 | $316K | Sell |
6,985
-1,291
| -16% | -$62.2K | 0.13% | 97 |
|
|
2018
Q3 | $430K | Sell |
8,276
-585
| -7% | -$30.1K | 0.16% | 85 |
|
|
2018
Q2 | $455K | Sell |
8,861
-681
| -7% | -$37.2K | 0.17% | 77 |
|
|
2018
Q1 | $521K | Hold |
9,542
| – | – | 0.2% | 70 |
|
|
2017
Q4 | $527K | Buy |
9,542
+422
| +5% | +$23.2K | 0.21% | 67 |
|
|
2017
Q3 | $498K | Buy |
9,120
+2,815
| +45% | +$149K | 0.21% | 66 |
|
|
2017
Q2 | $326K | Buy |
+6,305
| New | +$326K | 0.14% | 87 |
|
Other funds holding EFV
PAS
The Family Firm's EFV Position: Q2 2025 in Review
The Family Firm sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2025, closing a stake of 8,253 shares — an estimated $486K sold.
The Family Firm first reported a position in EFV in Q2 2017 and held it in 32 quarters. The position peaked at $527K in Q4 2017. 1,066 funds tracked by Wall St. Rank hold EFV as of Q2 2025.
- The Family Firm reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2025 after selling out during the quarter.
- The Family Firm sold 8,253 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $486K.
- The Family Firm first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and held it in 32 quarters.
- The Family Firm's iShares MSCI EAFE Value ETF position peaked at $527K in Q4 2017.
- 1,066 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.
Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.