Univest Financial’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
$1.65M Sell
25,990
-307
-1% -$19.5K 0.1% 122
2025
Q1
$1.55M Buy
26,297
+22
+0.1% +$1.3K 0.1% 131
2024
Q4
$1.38M Sell
26,275
-1,665
-6% -$87.4K 0.09% 136
2024
Q3
$1.61M Buy
+27,940
New +$1.61M 0.11% 124