Valeo Financial 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
Q2 | $607K | Sell |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $660K | Buy |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $562K | Sell |
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|
2023
Q1 | $613K | Buy |
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|
2022
Q4 | $549K | Buy |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.38M | Hold |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $34K | Sell |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $42K | Sell |
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|
2019
Q1 | $46K | Buy |
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|
2018
Q4 | $31K | Hold |
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|
2018
Q3 | $33K | Sell |
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|
2018
Q2 | $55K | Buy |
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|
2018
Q1 | $39K | Buy |
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|
2017
Q4 | $11K | Buy |
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|
2017
Q3 | $4K | Buy |
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