TritonPoint Wealth’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
5,965
+162
| +3% | +$10.3K | 0.04% | 249 |
|
|
2025
Q1 | $342K | Sell |
5,803
-975
| -14% | -$57.5K | 0.03% | 255 |
|
|
2024
Q4 | $356K | Sell |
6,778
-128
| -2% | -$6.72K | 0.03% | 248 |
|
|
2024
Q3 | $399K | Buy |
6,906
+588
| +9% | +$34K | 0.04% | 239 |
|
|
2024
Q2 | $335K | Sell |
6,318
-1,602
| -20% | -$85K | 0.03% | 247 |
|
|
2024
Q1 | $642K | Sell |
7,920
-4,405
| -36% | -$357K | 0.07% | 178 |
|
|
2023
Q4 | $642K | Buy |
+12,325
| New | +$642K | 0.06% | 187 |
|