WealthPLAN Partners’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 | $2.57M | Sell |
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|
2025
Q2 | $2.88M | Buy |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $2.09M | Buy |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $881K | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $776K | Buy |
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|
2020
Q4 | $563K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.46M | Sell |
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|
2017
Q4 | $3.68M | Buy |
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|
2017
Q3 | $2.45M | Buy |
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|
2017
Q2 | $2.03M | Buy |
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|
2016
Q3 | $4.97K | Buy |
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