Wingate Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Wingate Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Buy
2025 Q1	$1.91M	Sell
2024 Q4	$1.87M	Buy