Beaird Harris Wealth Management’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 | $42.8K | Sell |
509
-51
| -9% | -$4.29K | ﹤0.01% | 259 |
|
|
2025
Q1 | $43.6K | Buy |
560
+293
| +110% | +$22.8K | ﹤0.01% | 233 |
|
|
2024
Q4 | $18.9K | Hold |
267
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $20.5K | Sell |
267
-12
| -4% | -$920 | ﹤0.01% | 293 |
|
|
2024
Q2 | $19.4K | Buy |
279
+196
| +236% | +$13.6K | ﹤0.01% | 304 |
|
|
2024
Q1 | $5.88K | Hold |
83
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $5.76K | Buy |
+83
| New | +$5.76K | ﹤0.01% | 368 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$3K | – | 463 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 484 |
|
|
2021
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 527 |
|