Waller Financial Planning Group’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
Q3 | $6.71M | Sell |
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|
2025
Q2 | $6.36M | Buy |
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|
2025
Q1 | $5.83M | Buy |
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|
2024
Q4 | $5.08M | Sell |
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|
2024
Q3 | $5.68M | Buy |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $5.36M | Sell |
|
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|
2023
Q4 | $6.87M | Sell |
|
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|
2023
Q3 | $6.54M | Sell |
|
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|
2023
Q2 | $6.55M | Sell |
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|
2023
Q1 | $6.55M | Sell |
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|
2022
Q4 | $6.68M | Sell |
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|
2022
Q3 | $5.64M | Buy |
|
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|
2022
Q2 | $6.15M | Buy |
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|
2022
Q1 | $6.96M | Buy |
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|
2021
Q4 | $6.95M | Buy |
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|
2021
Q3 | $7.01M | Buy |
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|
2021
Q2 | $6.99M | Sell |
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|
2021
Q1 | $6.88M | Sell |
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|
2020
Q4 | $6.76M | Sell |
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|
2020
Q3 | $6.04M | Sell |
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|
2020
Q2 | $6.05M | Sell |
|
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|
2020
Q1 | $7.13M | Buy |
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|
2019
Q4 | $8.35M | Buy |
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|
2019
Q3 | $8.08M | Buy |
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|
2019
Q2 | $7.39M | Buy |
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|
2019
Q1 | $7.32M | Buy |
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|
2018
Q4 | $5.89M | Buy |
|