WBG
Wharton Business Group’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Hold |
5,960
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $351K | Hold |
5,960
| – | – | 0.02% | 109 |
|
|
2024
Q4 | $313K | Hold |
5,960
| – | – | 0.01% | 115 |
|
|
2024
Q3 | $343K | Hold |
5,960
| – | – | 0.02% | 117 |
|
|
2024
Q2 | $316K | Hold |
5,960
| – | – | 0.02% | 114 |
|
|
2024
Q1 | $324K | Hold |
5,960
| – | – | 0.02% | 110 |
|
|
2023
Q4 | $311K | Hold |
5,960
| – | – | 0.02% | 111 |
|
|
2023
Q3 | $292K | Hold |
5,960
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $292K | Hold |
5,960
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $289K | Buy |
5,960
+465
| +8% | +$22.5K | 0.02% | 119 |
|
|
2022
Q4 | $252K | Buy |
+5,495
| New | +$252K | 0.01% | 126 |
|