WealthPlan Investment Management’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	$4.27M	Buy	+67,277	New	+$4.27M	0.31%	93
2023 Q1	–	Sell	-33,813	Closed	-$1.67M	–	472
2022 Q4	$1.67M	Buy	33,813 +1,922	+6%	+$95.2K	0.12%	136
2022 Q3	$1.47M	Buy	+31,891	New	+$1.47M	0.11%	136
2022 Q1	$1.35M	Buy	+28,267	New	+$1.35M	0.09%	141