TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
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2025
Q1 | $418K | Sell |
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|
2024
Q4 | $721K | Sell |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $783K | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.99M | Sell |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $861K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $852K | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.13M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9.19K | Buy |
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