Brown Wealth Management’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 | $1.74M | Sell |
20,753
-79
| -0.4% | -$6.64K | 0.54% | 39 |
|
|
2025
Q1 | $1.62M | Sell |
20,832
-1,136
| -5% | -$88.5K | 0.56% | 39 |
|
|
2024
Q4 | $1.55M | Sell |
21,968
-246
| -1% | -$17.4K | 0.55% | 32 |
|
|
2024
Q3 | $1.7M | Sell |
22,214
-692
| -3% | -$53.1K | 0.61% | 31 |
|
|
2024
Q2 | $1.59M | Sell |
22,906
-552
| -2% | -$38.3K | 0.64% | 31 |
|
|
2024
Q1 | $1.66M | Sell |
23,458
-498
| -2% | -$35.3K | 0.69% | 29 |
|
|
2023
Q4 | $1.66M | Sell |
23,956
-4,433
| -16% | -$307K | 0.74% | 30 |
|
|
2023
Q3 | $1.85M | Sell |
28,389
-20,275
| -42% | -$1.32M | 0.88% | 29 |
|
|
2023
Q2 | $3.28M | Buy |
+48,664
| New | +$3.28M | 1.7% | 14 |
|