BOK Financial Private Wealth’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
Q1 | – | Sell |
-168
| Closed | -$11.9K | – | 535 |
|
|
2024
Q4 | $11.9K | Hold |
168
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $12.9K | Hold |
168
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $11.7K | Sell |
168
-2,023
| -92% | -$140K | ﹤0.01% | 366 |
|
|
2024
Q1 | $155K | Buy |
2,191
+2,023
| +1,204% | +$143K | 0.01% | 181 |
|
|
2023
Q4 | $11.7K | Buy |
+168
| New | +$11.7K | ﹤0.01% | 355 |
|
|
2022
Q4 | – | Sell |
-964
| Closed | -$55K | – | 370 |
|
|
2022
Q3 | $55K | Hold |
964
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $61K | Buy |
+964
| New | +$61K | 0.01% | 237 |
|
|
2016
Q4 | – | Sell |
-10,842
| Closed | -$733K | – | 142 |
|
|
2016
Q3 | $733K | Sell |
10,842
-3,034
| -22% | -$205K | 0.11% | 60 |
|
|
2016
Q2 | $921K | Buy |
+13,876
| New | +$921K | 0.15% | 49 |
|