Visionary Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
16,892
+284
| +2% | +$18K | 0.05% | 266 |
|
|
2025
Q1 | $979K | Sell |
16,608
-834
| -5% | -$49.2K | 0.06% | 262 |
|
|
2024
Q4 | $915K | Sell |
17,442
-868
| -5% | -$45.5K | 0.05% | 270 |
|
|
2024
Q3 | $1.05M | Sell |
18,310
-2,095
| -10% | -$121K | 0.06% | 244 |
|
|
2024
Q2 | $1.08M | Sell |
20,405
-1,224
| -6% | -$64.9K | 0.07% | 234 |
|
|
2024
Q1 | $1.18M | Sell |
21,629
-1,148
| -5% | -$62.5K | 0.08% | 222 |
|
|
2023
Q4 | $1.19M | Buy |
22,777
+17
| +0.1% | +$886 | 0.09% | 207 |
|
|
2023
Q3 | $1.11M | Buy |
22,760
+5,690
| +33% | +$278K | 0.09% | 197 |
|
|
2023
Q2 | $835K | Buy |
17,070
+5,906
| +53% | +$289K | 0.07% | 228 |
|
|
2023
Q1 | $542K | Buy |
11,164
+1,409
| +14% | +$68.4K | 0.05% | 271 |
|
|
2022
Q4 | $448K | Buy |
9,755
+2,352
| +32% | +$108K | 0.04% | 256 |
|
|
2022
Q3 | $285K | Sell |
7,403
-2,204
| -23% | -$84.8K | 0.03% | 307 |
|
|
2022
Q2 | $417K | Buy |
9,607
+1,553
| +19% | +$67.4K | 0.04% | 267 |
|
|
2022
Q1 | $405K | Buy |
8,054
+2,695
| +50% | +$136K | 0.03% | 285 |
|
|
2021
Q4 | $270K | Buy |
+5,359
| New | +$270K | 0.02% | 314 |
|