U.S. Capital 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
Q3 | $5.37M | Sell |
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|
2025
Q2 | $5.14M | Buy |
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|
2025
Q1 | $4.1M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.33M | Buy |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $4.69M | Buy |
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|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $5.28M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $769K | Buy |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $340K | Buy |
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