West Wealth Group’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
2026 Q1	$19.6M	Sell	263,080 -194,639	-43%	-$14.6M	3.87%	7
2025 Q4	$32.7M	Buy	457,719 +29,243	+7%	+$2.03M	6.78%	4
2025 Q3	$29M	Sell	428,476 -36,898	-8%	-$2.43M	6.55%	4
2025 Q2	$30.1M	Buy	465,374 +140,880	+43%	+$8.62M	7.48%	3
2025 Q1	$19.1M	Sell	324,494 -52,029	-14%	-$2.94M	5.66%	6
2024 Q4	$19.8M	Buy	376,523 +32,996	+10%	+$1.81M	5.89%	5
2024 Q3	$19.8M	Buy	343,527 +153,538	+81%	+$8.48M	6.4%	5
2024 Q2	$10.1M	Sell	189,989 -88,812	-32%	-$4.83M	3.56%	9
2024 Q1	$15.2M	Sell	278,801 -82,884	-23%	-$4.33M	5.62%	4
2023 Q4	$18.8M	Sell	361,685 -24,215	-6%	-$1.2M	7.43%	3
2023 Q3	$18.9M	Buy	385,900 +111,202	+40%	+$5.51M	8.24%	2
2023 Q2	$13.4M	Buy	274,698 +5,979	+2%	+$294K	5.69%	5
2023 Q1	$13M	Sell	268,719 -46,150	-15%	-$2.23M	6.04%	5
2022 Q4	$14.4M	Sell	314,869 -31,729	-9%	-$1.38M	7.18%	3
2022 Q3	$13.4M	Sell	346,598 -78,071	-18%	-$3.33M	6.77%	3
2022 Q2	$18.4M	Buy	424,669 +14,102	+3%	+$671K	8.54%	3
2022 Q1	$20.6M	Buy	410,567 +6,983	+2%	+$355K	8.2%	3
2021 Q4	$20.3M	Buy	+403,584	New	+$20.6M	7.65%	3