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 |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $449K | Buy |
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|
2020
Q3 | $367K | Buy |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $334K | Hold |
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|
2019
Q2 | $339K | Buy |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $316K | Sell |
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|
2018
Q3 | $430K | Sell |
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|
2018
Q2 | $455K | Sell |
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|
2018
Q1 | $521K | Hold |
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|
2017
Q4 | $527K | Buy |
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|
2017
Q3 | $498K | Buy |
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|
2017
Q2 | $326K | Buy |
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