West Wealth Group’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 | $30.1M | Buy |
465,374
+140,880
| +43% | +$9.11M | 7.48% | 3 |
|
|
2025
Q1 | $19.1M | Sell |
324,494
-52,029
| -14% | -$3.07M | 5.66% | 6 |
|
|
2024
Q4 | $19.8M | Buy |
376,523
+32,996
| +10% | +$1.73M | 5.89% | 5 |
|
|
2024
Q3 | $19.8M | Buy |
343,527
+153,538
| +81% | +$8.83M | 6.4% | 5 |
|
|
2024
Q2 | $10.1M | Sell |
189,989
-88,812
| -32% | -$4.71M | 3.56% | 9 |
|
|
2024
Q1 | $15.2M | Sell |
278,801
-82,884
| -23% | -$4.51M | 5.62% | 4 |
|
|
2023
Q4 | $18.8M | Sell |
361,685
-24,215
| -6% | -$1.26M | 7.43% | 3 |
|
|
2023
Q3 | $18.9M | Buy |
385,900
+111,202
| +40% | +$5.44M | 8.24% | 2 |
|
|
2023
Q2 | $13.4M | Buy |
274,698
+5,979
| +2% | +$293K | 5.69% | 5 |
|
|
2023
Q1 | $13M | Sell |
268,719
-46,150
| -15% | -$2.24M | 6.04% | 5 |
|
|
2022
Q4 | $14.4M | Sell |
314,869
-31,729
| -9% | -$1.46M | 7.18% | 3 |
|
|
2022
Q3 | $13.4M | Sell |
346,598
-78,071
| -18% | -$3.01M | 6.77% | 3 |
|
|
2022
Q2 | $18.4M | Buy |
424,669
+14,102
| +3% | +$612K | 8.54% | 3 |
|
|
2022
Q1 | $20.6M | Buy |
410,567
+6,983
| +2% | +$351K | 8.2% | 3 |
|
|
2021
Q4 | $20.3M | Buy |
+403,584
| New | +$20.3M | 7.65% | 3 |
|