Atria Wealth Solutions’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 | $650K | Sell |
7,737
-46,243
| -86% | -$3.89M | 0.01% | 809 |
|
|
2025
Q1 | $4.21M | Sell |
53,980
-14,389
| -21% | -$1.12M | 0.05% | 393 |
|
|
2024
Q4 | $4.83M | Sell |
68,369
-126
| -0.2% | -$8.91K | 0.05% | 357 |
|
|
2024
Q3 | $5.25M | Sell |
68,495
-8,871
| -11% | -$680K | 0.06% | 329 |
|
|
2024
Q2 | $5.37M | Sell |
77,366
-3,191
| -4% | -$221K | 0.06% | 321 |
|
|
2024
Q1 | $5.71M | Buy |
80,557
+911
| +1% | +$64.6K | 0.06% | 301 |
|
|
2023
Q4 | $5.52M | Sell |
79,646
-2,055
| -3% | -$142K | 0.07% | 289 |
|
|
2023
Q3 | $5.33M | Sell |
81,701
-90
| -0.1% | -$5.87K | 0.07% | 276 |
|
|
2023
Q2 | $5.52M | Sell |
81,791
-5,791
| -7% | -$391K | 0.08% | 260 |
|
|
2023
Q1 | $5.92M | Buy |
87,582
+26
| +0% | +$1.76K | 0.09% | 225 |
|
|
2022
Q4 | $5.57M | Sell |
87,556
-13,707
| -14% | -$872K | 0.09% | 240 |
|
|
2022
Q3 | $5.77M | Sell |
101,263
-20,645
| -17% | -$1.18M | 0.1% | 205 |
|
|
2022
Q2 | $7.72M | Sell |
121,908
-6,656
| -5% | -$421K | 0.14% | 140 |
|
|
2022
Q1 | $9.27M | Buy |
+128,564
| New | +$9.27M | 0.15% | 136 |
|