Wealth Enhancement Advisory Services’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 | $19.6M | Sell |
307,024
-19,879
| -6% | -$1.27M | 0.03% | 427 |
|
|
2025
Q1 | $19.3M | Buy |
326,903
+13,986
| +4% | +$824K | 0.04% | 410 |
|
|
2024
Q4 | $16.4M | Buy |
312,917
+39,237
| +14% | +$2.06M | 0.03% | 419 |
|
|
2024
Q3 | $15.7M | Buy |
273,680
+8,885
| +3% | +$511K | 0.03% | 398 |
|
|
2024
Q2 | $14M | Buy |
264,795
+1,060
| +0.4% | +$56.2K | 0.03% | 402 |
|
|
2024
Q1 | $14.3M | Buy |
263,735
+9,868
| +4% | +$537K | 0.04% | 385 |
|
|
2023
Q4 | $13.2M | Sell |
253,867
-19,734
| -7% | -$1.03M | 0.04% | 374 |
|
|
2023
Q3 | $13.4M | Buy |
+273,601
| New | +$13.4M | 0.04% | 348 |
|