Berger Financial Group’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
Q3 | $1.74M | Sell |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $303K | Hold |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $501K | Sell |
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|
2020
Q4 | $514K | Buy |
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