Twin Peaks Wealth Advisors’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 | $7.69M | Buy |
115,617
+48,700
| +73% | +$3.24M | 2.49% | 8 |
|
|
2025
Q1 | $3.87M | Sell |
66,917
-10,640
| -14% | -$615K | 1.76% | 18 |
|
|
2024
Q4 | $4.07M | Buy |
77,557
+13,851
| +22% | +$727K | 1.72% | 20 |
|
|
2024
Q3 | $3.67M | Buy |
63,706
+40,697
| +177% | +$2.34M | 1.69% | 20 |
|
|
2024
Q2 | $1.22M | Sell |
23,009
-7,152
| -24% | -$379K | 0.61% | 39 |
|
|
2024
Q1 | $1.64M | Sell |
30,161
-2,626
| -8% | -$143K | 0.91% | 28 |
|
|
2023
Q4 | $1.71M | Buy |
+32,787
| New | +$1.71M | 1.09% | 23 |
|