Blue Zone Wealth 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 | $242K | Buy |
2,882
+157
| +6% | +$13.2K | 0.06% | 97 |
|
|
2025
Q1 | $212K | Buy |
+2,725
| New | +$212K | 0.06% | 98 |
|
|
2024
Q4 | – | Sell |
-2,618
| Closed | -$201K | – | 104 |
|
|
2024
Q3 | $201K | Buy |
+2,618
| New | +$201K | 0.06% | 96 |
|
|
2022
Q1 | – | Sell |
-6,596
| Closed | -$506K | – | 101 |
|
|
2021
Q4 | $506K | Sell |
6,596
-31
| -0.5% | -$2.38K | 0.17% | 72 |
|
|
2021
Q3 | $499K | Buy |
+6,627
| New | +$499K | 0.17% | 76 |
|
|
2020
Q1 | – | Sell |
-69,763
| Closed | -$5.2M | – | 48 |
|
|
2019
Q4 | $5.2M | Buy |
+69,763
| New | +$5.2M | 3.35% | 12 |
|