Windward Private Wealth Management’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
Q2
$1.74M Hold
2025
Q1
$1.62M Hold
2024
Q4
$1.44M Sell
2024
Q3
$1.66M Sell
2024
Q2
$1.53M Sell
2024
Q1
$1.59M Sell
2023
Q4
$1.59M Sell
2023
Q3
$1.74M Sell
2023
Q2
$1.8M Sell
2023
Q1
$1.78M Sell
2022
Q4
$1.7M Buy
2022
Q3
$1.39M Buy
2022
Q2
$1.52M Sell
2022
Q1
$1.78M Sell
2021
Q4
$1.82M Sell
2021
Q3
$1.84M Sell
2021
Q2
$1.88M Sell
2021
Q1
$1.9M Sell
2020
Q4
$1.91M Buy