Advisornet Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Buy |
2,475
+773
| +45% | +$65K | 0.01% | 558 |
|
2025
Q1 | $133K | Buy |
1,702
+237
| +16% | +$18.5K | 0.01% | 646 |
|
2024
Q4 | $104K | Buy |
1,465
+169
| +13% | +$12K | 0.01% | 676 |
|
2024
Q3 | $99.4K | Buy |
1,296
+37
| +3% | +$2.84K | 0.01% | 704 |
|
2024
Q2 | $87.3K | Sell |
1,259
-64
| -5% | -$4.44K | 0.01% | 674 |
|
2024
Q1 | $93.8K | Sell |
1,323
-201
| -13% | -$14.2K | 0.01% | 651 |
|
2023
Q4 | $106K | Sell |
1,524
-225
| -13% | -$15.6K | 0.01% | 626 |
|
2023
Q3 | $114K | Sell |
1,749
-372
| -18% | -$24.3K | 0.01% | 586 |
|
2023
Q2 | $143K | Buy |
2,121
+105
| +5% | +$7.09K | 0.01% | 549 |
|
2023
Q1 | $136K | Buy |
2,016
+1,771
| +723% | +$120K | 0.01% | 550 |
|
2022
Q4 | $15.6K | Buy |
245
+2
| +0.8% | +$127 | ﹤0.01% | 1136 |
|
2022
Q3 | $14K | Sell |
243
-1,234
| -84% | -$71.1K | ﹤0.01% | 1210 |
|
2022
Q2 | $93K | Sell |
1,477
-616
| -29% | -$38.8K | 0.01% | 688 |
|
2022
Q1 | $151K | Buy |
2,093
+1,001
| +92% | +$72.2K | 0.01% | 622 |
|
2021
Q4 | $84K | Sell |
1,092
-1,466
| -57% | -$113K | 0.01% | 859 |
|
2021
Q3 | $193K | Buy |
2,558
+279
| +12% | +$21.1K | 0.01% | 589 |
|
2021
Q2 | $172K | Buy |
2,279
+29
| +1% | +$2.19K | 0.01% | 623 |
|
2021
Q1 | $164K | Hold |
2,250
| – | – | 0.01% | 606 |
|
2020
Q4 | $165K | Buy |
2,250
+100
| +5% | +$7.33K | 0.01% | 543 |
|
2020
Q3 | $146K | Sell |
2,150
-45
| -2% | -$3.06K | 0.01% | 567 |
|
2020
Q2 | $145K | Buy |
2,195
+23
| +1% | +$1.52K | 0.01% | 572 |
|
2020
Q1 | $135K | Sell |
2,172
-1,106
| -34% | -$68.7K | 0.01% | 545 |
|
2019
Q4 | $244K | Buy |
3,278
+304
| +10% | +$22.6K | 0.02% | 465 |
|
2019
Q3 | $218K | Buy |
2,974
+245
| +9% | +$18K | 0.02% | 480 |
|
2019
Q2 | $198K | Buy |
2,729
+1,150
| +73% | +$83.4K | 0.02% | 451 |
|
2019
Q1 | $114K | Sell |
1,579
-300
| -16% | -$21.7K | 0.01% | 527 |
|
2018
Q4 | $125K | Buy |
1,879
+18
| +1% | +$1.2K | 0.02% | 472 |
|
2018
Q3 | $135K | Buy |
1,861
+198
| +12% | +$14.4K | 0.02% | 487 |
|
2018
Q2 | $118K | Buy |
1,663
+27
| +2% | +$1.92K | 0.02% | 485 |
|
2018
Q1 | $121K | Hold |
1,636
| – | – | 0.02% | 487 |
|
2017
Q4 | $119K | Buy |
+1,636
| New | +$119K | 0.02% | 441 |
|