Wells Financial Advisors’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	$160K	Buy	2,520 +1,555	+161%	+$98.7K	0.22%	43
2025 Q1	$56.9K	Buy	965 +500	+108%	+$29.5K	0.08%	57
2024 Q4	$24.4K	Sell	465 -198	-30%	-$10.4K	0.03%	68
2024 Q3	$38.1K	Sell	663 -8,419	-93%	-$484K	0.05%	61
2024 Q2	$482K	Buy	+9,082	New	+$482K	0.32%	37