Appleton Partners’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 | $558K | Sell |
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2025
Q1 | $524K | Sell |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $662K | Sell |
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|
2024
Q1 | $710K | Sell |
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|
2023
Q4 | $793K | Sell |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $889K | Sell |
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|
2023
Q1 | $903K | Sell |
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|
2022
Q4 | $864K | Buy |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $987K | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.37M | Sell |
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|
2019
Q4 | $1.71M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $1.93M | Sell |
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|
2019
Q1 | $2.21M | Sell |
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|
2018
Q4 | $2.15M | Sell |
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|
2018
Q3 | $2.73M | Sell |
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|
2018
Q2 | $3.38M | Sell |
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|
2018
Q1 | $4.69M | Sell |
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|
2017
Q4 | $6.3M | Sell |
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|
2017
Q3 | $7.18M | Buy |
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|
2017
Q2 | $6.37M | Buy |
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|
2017
Q1 | $5.27M | Buy |
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