Vermillion & White Wealth Management Group’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 | $563K | Hold |
8,872
| – | – | 0.37% | 32 |
|
|
2025
Q1 | $523K | Sell |
8,872
-8,558
| -49% | -$504K | 0.38% | 32 |
|
|
2024
Q4 | $915K | Buy |
17,430
+64
| +0.4% | +$3.36K | 0.67% | 29 |
|
|
2024
Q3 | $999K | Sell |
17,366
-360
| -2% | -$20.7K | 0.74% | 27 |
|
|
2024
Q2 | $940K | Buy |
17,726
+680
| +4% | +$36.1K | 0.71% | 29 |
|
|
2024
Q1 | $927K | Buy |
17,046
+2,446
| +17% | +$133K | 0.74% | 28 |
|
|
2023
Q4 | $761K | Buy |
+14,600
| New | +$761K | 0.74% | 24 |
|