AA
Ancora Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
2,158
+1,418
| +192% | +$119K | ﹤0.01% | 733 |
|
|
2025
Q1 | $57.7K | Sell |
740
-1
| -0.1% | -$78 | ﹤0.01% | 970 |
|
|
2024
Q4 | $52.4K | Hold |
741
| – | – | ﹤0.01% | 974 |
|
|
2024
Q3 | $56.9K | Buy |
741
+36
| +5% | +$2.76K | ﹤0.01% | 943 |
|
|
2024
Q2 | $48.9K | Hold |
705
| – | – | ﹤0.01% | 927 |
|
|
2024
Q1 | $50K | Buy |
705
+59
| +9% | +$4.18K | ﹤0.01% | 936 |
|
|
2023
Q4 | $44.8K | Buy |
646
+295
| +84% | +$20.5K | ﹤0.01% | 935 |
|
|
2023
Q3 | $22.9K | Hold |
351
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q2 | $23.7K | Sell |
351
-26
| -7% | -$1.75K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $25.5K | Buy |
377
+30
| +9% | +$2.03K | ﹤0.01% | 1045 |
|
|
2022
Q4 | $22K | Sell |
347
-2,504
| -88% | -$159K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $162K | Sell |
2,851
-333
| -10% | -$18.9K | 0.01% | 759 |
|
|
2022
Q2 | $202K | Sell |
3,184
-30,292
| -90% | -$1.92M | 0.01% | 731 |
|
|
2022
Q1 | $2.42M | Sell |
33,476
-424
| -1% | -$30.6K | 0.06% | 250 |
|
|
2021
Q4 | $2.6M | Sell |
33,900
-626
| -2% | -$48.1K | 0.06% | 245 |
|
|
2021
Q3 | $2.6M | Sell |
34,526
-55
| -0.2% | -$4.14K | 0.07% | 243 |
|
|
2021
Q2 | $2.61M | Sell |
34,581
-537
| -2% | -$40.6K | 0.07% | 242 |
|
|
2021
Q1 | $2.56M | Sell |
35,118
-5,078
| -13% | -$371K | 0.07% | 234 |
|
|
2020
Q4 | $2.95M | Sell |
40,196
-7,595
| -16% | -$557K | 0.1% | 201 |
|
|
2020
Q3 | $3.26M | Sell |
47,791
-26,223
| -35% | -$1.79M | 0.13% | 171 |
|
|
2020
Q2 | $4.89M | Sell |
74,014
-142
| -0.2% | -$9.38K | 0.2% | 117 |
|
|
2020
Q1 | $4.6M | Sell |
74,156
-9,172
| -11% | -$569K | 0.21% | 120 |
|
|
2019
Q4 | $6.21M | Sell |
83,328
-287
| -0.3% | -$21.4K | 0.23% | 123 |
|
|
2019
Q3 | $6.13M | Sell |
83,615
-217
| -0.3% | -$15.9K | 0.27% | 110 |
|
|
2019
Q2 | $6.09M | Sell |
83,832
-29,284
| -26% | -$2.13M | 0.27% | 114 |
|
|
2019
Q1 | $8.14M | Buy |
113,116
+2,583
| +2% | +$186K | 0.37% | 94 |
|
|
2018
Q4 | $7.37M | Buy |
110,533
+101,272
| +1,094% | +$6.75M | 0.35% | 102 |
|
|
2018
Q3 | $674K | Buy |
9,261
+322
| +4% | +$23.4K | 0.03% | 417 |
|
|
2018
Q2 | $636K | Sell |
8,939
-115
| -1% | -$8.18K | 0.03% | 431 |
|
|
2018
Q1 | $667K | Buy |
9,054
+941
| +12% | +$69.3K | 0.03% | 405 |
|
|
2017
Q4 | $592K | Buy |
8,113
+1,754
| +28% | +$128K | 0.03% | 398 |
|
|
2017
Q3 | $452K | Buy |
6,359
+622
| +11% | +$44.2K | 0.03% | 478 |
|
|
2017
Q2 | $397K | Buy |
+5,737
| New | +$397K | 0.03% | 461 |
|
|
2017
Q1 | – | Sell |
-1,783
| Closed | -$109K | – | 731 |
|
|
2016
Q4 | $109K | Buy |
+1,783
| New | +$109K | 0.01% | 652 |
|