Western Financial Corp’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 | $310K | Sell |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $435K | Buy |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $285K | Buy |
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