Waldron Private Wealth’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 | $646K | Buy |
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|
2025
Q1 | $599K | Buy |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.35M | Hold |
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|
2018
Q2 | $1.33M | Hold |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $2.57M | Buy |
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|
2017
Q3 | $1.76M | Hold |
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|
2017
Q2 | $1.67M | Hold |
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|
2017
Q1 | $1.62M | Hold |
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|
2016
Q4 | $1.52M | Buy |
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