Bell Investment Advisors’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 | $1.52M | Buy |
18,050
+188
| +1% | +$15.8K | 0.26% | 44 |
|
|
2025
Q1 | $1.39M | Sell |
17,862
-125
| -0.7% | -$9.74K | 0.26% | 41 |
|
|
2024
Q4 | $1.27M | Sell |
17,987
-1,155
| -6% | -$81.7K | 0.24% | 46 |
|
|
2024
Q3 | $1.47M | Sell |
19,142
-69
| -0.4% | -$5.29K | 0.27% | 41 |
|
|
2024
Q2 | $1.33M | Buy |
19,211
+158
| +0.8% | +$11K | 0.26% | 42 |
|
|
2024
Q1 | $1.35M | Buy |
19,053
+1,836
| +11% | +$130K | 0.26% | 44 |
|
|
2023
Q4 | $1.19M | Buy |
17,217
+1,383
| +9% | +$95.9K | 0.24% | 47 |
|
|
2023
Q3 | $1.03M | Sell |
15,834
-102
| -0.6% | -$6.65K | 0.23% | 45 |
|
|
2023
Q2 | $1.08M | Sell |
15,936
-929
| -6% | -$62.7K | 0.24% | 43 |
|
|
2023
Q1 | $1.14M | Sell |
16,865
-73
| -0.4% | -$4.94K | 0.27% | 38 |
|
|
2022
Q4 | $1.08M | Buy |
16,938
+16,075
| +1,863% | +$1.02M | 0.27% | 39 |
|
|
2022
Q3 | $49K | Hold |
863
| – | – | 0.02% | 137 |
|
|
2022
Q2 | $55K | Buy |
+863
| New | +$55K | 0.02% | 127 |
|
|
2021
Q4 | $283K | Buy |
3,683
+680
| +23% | +$52.3K | 0.08% | 67 |
|
|
2021
Q3 | $226K | Buy |
+3,003
| New | +$226K | 0.07% | 64 |
|