TrueWealth 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
Q3 | $209K | Sell |
|
|||||
|
2025
Q2 | $234K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $378K | Buy |
|
|||||
|
2024
Q3 | $355K | Buy |
|
|||||
|
2024
Q2 | $295K | Sell |
|
|||||
|
2024
Q1 | $343K | Sell |
|
|||||
|
2023
Q4 | $444K | Sell |
|
|||||
|
2023
Q3 | $459K | Buy |
|
|||||
|
2023
Q2 | $327K | Buy |
|
|||||
|
2023
Q1 | $304K | Sell |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $319K | Sell |
|
|||||
|
2022
Q2 | $470K | Sell |
|
|||||
|
2022
Q1 | $646K | Hold |
|
|||||
|
2021
Q4 | $646K | Buy |
|
|||||
|
2021
Q3 | $602K | Sell |
|
|||||
|
2021
Q2 | $624K | Buy |
|
|||||
|
2021
Q1 | $441K | Buy |
|