VA
Valmark Advisers’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,010
| Closed | -$236K | – | 642 |
|
|
2025
Q1 | $236K | Sell |
4,010
-1,999
| -33% | -$118K | ﹤0.01% | 561 |
|
|
2024
Q4 | $315K | Sell |
6,009
-319
| -5% | -$16.7K | ﹤0.01% | 498 |
|
|
2024
Q3 | $364K | Sell |
6,328
-5,862
| -48% | -$337K | 0.01% | 466 |
|
|
2024
Q2 | $647K | Buy |
+12,190
| New | +$647K | 0.01% | 354 |
|