TFA
Tobias Financial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
19,021
-313
| -2% | -$19.9K | 0.21% | 62 |
|
|
2025
Q1 | $1.14M | Sell |
19,334
-83
| -0.4% | -$4.89K | 0.22% | 54 |
|
|
2024
Q4 | $1.02M | Buy |
19,417
+378
| +2% | +$19.8K | 0.2% | 54 |
|
|
2024
Q3 | $1.1M | Sell |
19,039
-721
| -4% | -$41.5K | 0.22% | 51 |
|
|
2024
Q2 | $1.05M | Sell |
19,760
-15
| -0.1% | -$796 | 0.23% | 49 |
|
|
2024
Q1 | $1.08M | Sell |
19,775
-328
| -2% | -$17.8K | 0.24% | 48 |
|
|
2023
Q4 | $1.05M | Sell |
20,103
-1,044
| -5% | -$54.4K | 0.26% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
21,147
-994
| -4% | -$48.6K | 0.27% | 53 |
|
|
2023
Q2 | $1.08M | Buy |
22,141
+919
| +4% | +$45K | 0.29% | 50 |
|
|
2023
Q1 | $1.03M | Buy |
21,222
+339
| +2% | +$16.5K | 0.3% | 47 |
|
|
2022
Q4 | $958K | Sell |
20,883
-5,658
| -21% | -$260K | 0.31% | 49 |
|
|
2022
Q3 | $1.02M | Sell |
26,541
-14,791
| -36% | -$570K | 0.36% | 45 |
|
|
2022
Q2 | $1.79M | Sell |
41,332
-19,839
| -32% | -$861K | 0.6% | 38 |
|
|
2022
Q1 | $3.07M | Buy |
+61,171
| New | +$3.07M | 1.06% | 24 |
|
|
2021
Q4 | – | Sell |
-19,188
| Closed | -$976K | – | 80 |
|
|
2021
Q3 | $976K | Buy |
19,188
+1,124
| +6% | +$57.2K | 0.37% | 41 |
|
|
2021
Q2 | $935K | Buy |
18,064
+927
| +5% | +$48K | 0.37% | 42 |
|
|
2021
Q1 | $873K | Sell |
17,137
-92
| -0.5% | -$4.69K | 0.37% | 43 |
|
|
2020
Q4 | $813K | Buy |
17,229
+524
| +3% | +$24.7K | 0.37% | 41 |
|
|
2020
Q3 | $674K | Sell |
16,705
-1,833
| -10% | -$74K | 0.37% | 41 |
|
|
2020
Q2 | $741K | Sell |
18,538
-859
| -4% | -$34.3K | 0.44% | 39 |
|
|
2020
Q1 | $692K | Buy |
19,397
+6,892
| +55% | +$246K | 0.5% | 32 |
|
|
2019
Q4 | $624K | Buy |
+12,505
| New | +$624K | 0.4% | 35 |
|