Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $420K | Buy |
|
|||||
|
2023
Q2 | $416K | Sell |
|
|||||
|
2023
Q1 | $416K | Hold |
|
|||||
|
2022
Q4 | $393K | Sell |
|
|||||
|
2022
Q3 | $442K | Hold |
|
|||||
|
2022
Q2 | $496K | Sell |
|
|||||
|
2022
Q1 | $854K | Buy |
|
|||||
|
2021
Q4 | $584K | Sell |
|
|||||
|
2021
Q3 | $617K | Hold |
|
|||||
|
2021
Q2 | $628K | Buy |
|
|||||
|
2021
Q1 | $473K | Hold |
|
|||||
|
2020
Q4 | $439K | Hold |
|
|||||
|
2020
Q3 | $374K | Sell |
|
|||||
|
2020
Q2 | $569K | Sell |
|
|||||
|
2020
Q1 | $11.6M | Buy |
|
|||||
|
2019
Q4 | $11.8M | Sell |
|
|||||
|
2019
Q3 | $11.4M | Sell |
|
|||||
|
2019
Q2 | $12M | Sell |
|
|||||
|
2019
Q1 | $13.7M | Sell |
|
|||||
|
2018
Q4 | $25.9M | Buy |
|
|||||
|
2018
Q3 | $3.72M | Sell |
|
|||||
|
2018
Q2 | $5.62M | Buy |
|
|||||
|
2018
Q1 | $4.86M | Sell |
|
|||||
|
2017
Q4 | $4.93M | Buy |
|
|||||
|
2017
Q3 | $4.84M | Sell |
|
|||||
|
2017
Q2 | $4.59M | Buy |
|
|||||
|
2017
Q1 | $3.46M | Buy |
|
|||||
|
2016
Q4 | $3.21M | Buy |
|
|||||
|
2016
Q3 | $2.85M | Buy |
|
|||||
|
2016
Q2 | $1.06M | Buy |
|
|||||
|
2016
Q1 | $681K | Sell |
|
|||||
|
2015
Q4 | $2.94M | Buy |
|