Acorn Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
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2025
Q1 | $479K | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $706K | Sell |
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $828K | Sell |
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|
2023
Q3 | $925K | Sell |
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|
2023
Q2 | $969K | Buy |
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|
2023
Q1 | $927K | Sell |
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|
2022
Q4 | $947K | Sell |
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|
2022
Q3 | $876K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $2.68M | Sell |
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|
2020
Q1 | $2.66M | Sell |
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|
2019
Q4 | $4.65M | Buy |
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|
2019
Q3 | $4.53M | Sell |
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|
2019
Q2 | $4.47M | Sell |
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|
2019
Q1 | $4.83M | Buy |
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|
2018
Q4 | $4.42M | Sell |
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|
2018
Q3 | $4.44M | Buy |
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|
2018
Q2 | $4.5M | Buy |
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|
2018
Q1 | $4.67M | Buy |
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|
2017
Q4 | $4.46M | Buy |
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