WealthShield 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
Q2 | $13.5M | Buy |
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|
2025
Q1 | $8.49M | Sell |
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|
2024
Q4 | $8.12M | Sell |
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|
2024
Q3 | $8.93M | Buy |
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|
2024
Q2 | $3.46M | Sell |
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|
2024
Q1 | $5.75M | Sell |
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|
2023
Q4 | $7.58M | Sell |
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|
2023
Q3 | $8.42M | Buy |
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|
2023
Q2 | $5.85M | Sell |
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|
2023
Q1 | $5.86M | Sell |
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|
2022
Q4 | $6.91M | Buy |
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|
2022
Q3 | $5.25M | Sell |
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|
2022
Q2 | $6.76M | Buy |
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|
2022
Q1 | $7.3M | Buy |
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|
2021
Q4 | $6.9M | Buy |
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|
2021
Q3 | $6.96M | Sell |
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|
2021
Q2 | $12.5M | Buy |
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|
2021
Q1 | $10.8M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $41K | Buy |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $21K | Hold |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $23K | Buy |
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