WealthPlan Investment Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

WealthPlan Investment Management’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.29M	Sell
2025 Q2	$4.27M	Buy
2023 Q1	–	Sell
2022 Q4	$1.67M	Buy
2022 Q3	$1.47M	Buy
2022 Q1	$1.34M	Buy