Zhang Financial’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 | $4.49M | Sell |
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|
2025
Q1 | $4.18M | Sell |
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|
2024
Q4 | $3.96M | Buy |
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|
2024
Q3 | $4.32M | Sell |
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|
2024
Q2 | $4.24M | Sell |
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|
2024
Q1 | $4.57M | Sell |
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|
2023
Q4 | $4.47M | Sell |
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|
2023
Q3 | $4.24M | Sell |
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|
2023
Q2 | $4.32M | Buy |
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|
2023
Q1 | $4.28M | Sell |
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|
2022
Q4 | $4.09M | Sell |
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|
2022
Q3 | $3.48M | Buy |
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|
2022
Q2 | $3.84M | Sell |
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|
2022
Q1 | $4.48M | Sell |
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|
2021
Q4 | $4.54M | Sell |
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|
2021
Q3 | $4.88M | Sell |
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|
2021
Q2 | $5.09M | Sell |
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|
2021
Q1 | $5.06M | Sell |
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|
2020
Q4 | $5.16M | Sell |
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|
2020
Q3 | $4.54M | Sell |
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|
2020
Q2 | $4.62M | Sell |
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|
2020
Q1 | $4.42M | Buy |
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|
2019
Q4 | $6.16M | Buy |
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|
2019
Q3 | $5.84M | Sell |
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|
2019
Q2 | $6.27M | Sell |
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|
2019
Q1 | $6.48M | Sell |
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|
2018
Q4 | $6.13M | Buy |
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|
2018
Q3 | $6.8M | Sell |
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|
2018
Q2 | $6.78M | Sell |
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|
2018
Q1 | $7.25M | Sell |
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|
2017
Q4 | $8.2M | Sell |
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|
2017
Q3 | $8.43M | Sell |
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|
2017
Q2 | $8.04M | Buy |
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|
2017
Q1 | $8.16M | Sell |
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|
2016
Q4 | $8.26M | Sell |
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|
2016
Q3 | $8.34M | Sell |
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|
2016
Q2 | $8.09M | Sell |
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|
2016
Q1 | $8.57M | Sell |
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|
2015
Q4 | $8.93M | Sell |
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|
2015
Q3 | $8.97M | Sell |
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|
2015
Q2 | $10.8M | Sell |
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|
2015
Q1 | $11.1M | Sell |
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|
2014
Q4 | $10.7M | Buy |
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|
2014
Q3 | $11.4M | Buy |
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|
2014
Q2 | $12.2M | Buy |
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|
2014
Q1 | $11.9M | Buy |
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|
2013
Q4 | $11.8M | Sell |
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|
2013
Q3 | $11.3M | Buy |
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|
2013
Q2 | $10M | Buy |
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