Vance Wealth’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 | $3.57M | Sell |
56,262
-1,767
| -3% | -$112K | 1.2% | 18 |
|
|
2025
Q1 | $3.42M | Sell |
58,029
-4,675
| -7% | -$276K | 1.29% | 15 |
|
|
2024
Q4 | $3.29M | Sell |
62,704
-2,551
| -4% | -$134K | 1.27% | 16 |
|
|
2024
Q3 | $3.75M | Sell |
65,255
-4,994
| -7% | -$287K | 1.42% | 14 |
|
|
2024
Q2 | $3.73M | Sell |
70,249
-14,851
| -17% | -$788K | 1.53% | 14 |
|
|
2024
Q1 | $4.63M | Buy |
85,100
+2,802
| +3% | +$152K | 1.84% | 15 |
|
|
2023
Q4 | $4.29M | Buy |
82,298
+3,477
| +4% | +$181K | 1.86% | 13 |
|
|
2023
Q3 | $3.86M | Buy |
78,821
+2,477
| +3% | +$121K | 1.8% | 13 |
|
|
2023
Q2 | $3.74M | Buy |
76,344
+4,270
| +6% | +$209K | 1.7% | 13 |
|
|
2023
Q1 | $3.5M | Buy |
72,074
+9,106
| +14% | +$442K | 1.88% | 14 |
|
|
2022
Q4 | $2.89M | Sell |
62,968
-13,298
| -17% | -$610K | 1.8% | 14 |
|
|
2022
Q3 | $2.94M | Buy |
76,266
+12,936
| +20% | +$499K | 2.26% | 9 |
|
|
2022
Q2 | $2.75M | Buy |
63,330
+8,060
| +15% | +$350K | 2.13% | 10 |
|
|
2022
Q1 | $2.78M | Buy |
55,270
+44,061
| +393% | +$2.21M | 3.51% | 8 |
|
|
2021
Q4 | $565K | Buy |
+11,209
| New | +$565K | 0.55% | 19 |
|