WealthGarden F.S.’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 | $2.78M | Buy |
43,893
+17,921
| +69% | +$1.13M | 2.31% | 7 |
|
|
2025
Q1 | $1.53M | Sell |
25,972
-14,386
| -36% | -$848K | 1.47% | 18 |
|
|
2024
Q4 | $2.12M | Buy |
40,358
+2,041
| +5% | +$107K | 1.98% | 11 |
|
|
2024
Q3 | $2.2M | Buy |
38,317
+24,122
| +170% | +$1.39M | 2.14% | 7 |
|
|
2024
Q2 | $753K | Buy |
+14,195
| New | +$753K | 0.79% | 37 |
|