Bogart Wealth LLC’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 | $690K | Hold |
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|
2025
Q2 | $684K | Hold |
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|
2025
Q1 | $634K | Hold |
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|
2024
Q4 | $575K | Hold |
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|
2024
Q3 | $624K | Buy |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $561K | Hold |
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|
2023
Q3 | $527K | Hold |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $428K | Hold |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $541K | Hold |
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|
2021
Q4 | $576K | Hold |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $567K | Hold |
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|
2021
Q1 | $548K | Hold |
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|
2020
Q4 | $550K | Hold |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $496K | Hold |
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|
2020
Q1 | $466K | Buy |
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