Total Wealth Planning’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
Q3 | $231K | Hold |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $272K | Hold |
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|
2021
Q2 | $277K | Hold |
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|
2021
Q1 | $273K | Sell |
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|
2020
Q4 | $255K | Hold |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $232K | Buy |
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