Blankinship & Foster’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 | $370K | Sell |
4,398
-512
| -10% | -$43K | 0.09% | 53 |
|
2025
Q1 | $383K | Hold |
4,910
| – | – | 0.1% | 49 |
|
2024
Q4 | $347K | Buy |
4,910
+60
| +1% | +$4.24K | 0.09% | 50 |
|
2024
Q3 | $372K | Hold |
4,850
| – | – | 0.09% | 49 |
|
2024
Q2 | $336K | Buy |
4,850
+99
| +2% | +$6.87K | 0.09% | 50 |
|
2024
Q1 | $337K | Hold |
4,751
| – | – | 0.09% | 46 |
|
2023
Q4 | $329K | Buy |
4,751
+55
| +1% | +$3.81K | 0.09% | 49 |
|
2023
Q3 | $306K | Hold |
4,696
| – | – | 0.1% | 46 |
|
2023
Q2 | $317K | Buy |
4,696
+89
| +2% | +$6.01K | 0.1% | 46 |
|
2023
Q1 | $312K | Hold |
4,607
| – | – | 0.14% | 48 |
|
2022
Q4 | $293K | Buy |
4,607
+36
| +0.8% | +$2.29K | 0.13% | 49 |
|
2022
Q3 | $261K | Hold |
4,571
| – | – | 0.13% | 48 |
|
2022
Q2 | $289K | Buy |
4,571
+81
| +2% | +$5.12K | 0.13% | 44 |
|
2022
Q1 | $324K | Hold |
4,490
| – | – | 0.13% | 44 |
|
2021
Q4 | $345K | Buy |
4,490
+38
| +0.9% | +$2.92K | 0.13% | 43 |
|
2021
Q3 | $335K | Sell |
4,452
-636
| -13% | -$47.9K | 0.14% | 42 |
|
2021
Q2 | $384K | Buy |
5,088
+83
| +2% | +$6.26K | 0.15% | 40 |
|
2021
Q1 | $365K | Hold |
5,005
| – | – | 0.15% | 40 |
|
2020
Q4 | $367K | Hold |
5,005
| – | – | 0.15% | 38 |
|
2020
Q3 | $341K | Hold |
5,005
| – | – | 0.16% | 38 |
|
2020
Q2 | $331K | Buy |
5,005
+72
| +1% | +$4.76K | 0.17% | 35 |
|
2020
Q1 | $306K | Hold |
4,933
| – | – | 0.2% | 34 |
|
2019
Q4 | $368K | Buy |
4,933
+113
| +2% | +$8.43K | 0.2% | 32 |
|
2019
Q3 | $353K | Hold |
4,820
| – | – | 0.21% | 33 |
|
2019
Q2 | $350K | Buy |
4,820
+90
| +2% | +$6.54K | 0.21% | 33 |
|
2019
Q1 | $341K | Hold |
4,730
| – | – | 0.21% | 36 |
|
2018
Q4 | $315K | Buy |
4,730
+55
| +1% | +$3.66K | 0.21% | 35 |
|
2018
Q3 | $340K | Hold |
4,675
| – | – | 0.21% | 28 |
|
2018
Q2 | $333K | Buy |
4,675
+93
| +2% | +$6.62K | 0.22% | 26 |
|
2018
Q1 | $338K | Hold |
4,582
| – | – | 0.22% | 27 |
|
2017
Q4 | $334K | Buy |
+4,582
| New | +$334K | 0.21% | 27 |
|