United Asset Strategies’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 | $5.19M | Sell |
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|
2025
Q2 | $4.94M | Sell |
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|
2025
Q1 | $4.67M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $3.64M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $3.7M | Sell |
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|
2023
Q2 | $4.06M | Buy |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $2.63M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.81M | Buy |
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|
2019
Q3 | $2.33M | Buy |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $796K | Buy |
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|
2018
Q4 | $590K | Buy |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $816K | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $833K | Buy |
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|
2017
Q2 | $258K | Buy |
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