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Bellwether 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 | $1.43M | Sell |
17,040
-35
| -0.2% | -$2.94K | 0.24% | 64 |
|
2025
Q1 | $1.33M | Buy |
17,075
+62
| +0.4% | +$4.84K | 0.28% | 58 |
|
2024
Q4 | $1.2M | Sell |
17,013
-162
| -0.9% | -$11.5K | 0.22% | 64 |
|
2024
Q3 | $1.32M | Sell |
17,175
-78
| -0.5% | -$5.98K | 0.25% | 60 |
|
2024
Q2 | $1.2M | Sell |
17,253
-1,007
| -6% | -$69.8K | 0.25% | 67 |
|
2024
Q1 | $1.29M | Buy |
18,260
+62
| +0.3% | +$4.4K | 0.28% | 66 |
|
2023
Q4 | $1.26M | Sell |
18,198
-1,058
| -5% | -$73.4K | 0.31% | 60 |
|
2023
Q3 | $1.26M | Sell |
19,256
-356
| -2% | -$23.2K | 0.34% | 63 |
|
2023
Q2 | $1.32M | Sell |
19,612
-1,325
| -6% | -$89.4K | 0.39% | 45 |
|
2023
Q1 | $1.42M | Sell |
20,937
-2,682
| -11% | -$181K | 0.39% | 58 |
|
2022
Q4 | $1.5M | Sell |
23,619
-44,537
| -65% | -$2.83M | 0.44% | 55 |
|
2022
Q3 | $3.89M | Sell |
68,156
-5,370
| -7% | -$306K | 1.28% | 17 |
|
2022
Q2 | $4.65M | Sell |
73,526
-9,528
| -11% | -$603K | 1.5% | 16 |
|
2022
Q1 | $5.99M | Buy |
83,054
+1,240
| +2% | +$89.4K | 1.78% | 14 |
|
2021
Q4 | $6.28M | Sell |
81,814
-2,745
| -3% | -$211K | 1.95% | 13 |
|
2021
Q3 | $6.37M | Sell |
84,559
-775
| -0.9% | -$58.4K | 2.12% | 11 |
|
2021
Q2 | $6.45M | Sell |
85,334
-5,413
| -6% | -$409K | 2.22% | 11 |
|
2021
Q1 | $6.63M | Sell |
90,747
-3,635
| -4% | -$265K | 2.62% | 9 |
|
2020
Q4 | $6.93M | Buy |
+94,382
| New | +$6.93M | 3.05% | 7 |
|