Urban Financial Advisory Corp’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
$228K Buy
3,586
+77
+2% +$4.89K 0.11% 27
2025
Q1
$207K Buy
3,509
+721
+26% +$42.5K 0.11% 29
2024
Q4
$146K Buy
2,788
+48
+2% +$2.52K 0.08% 28
2024
Q3
$158K Buy
+2,740
New +$158K 0.09% 28