Buckingham Strategic Wealth’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
2024 Q2	$650K	Sell	9,376 -4,846	-34%	-$340K	0.01%	417
2024 Q1	$1.01M	Sell	14,222 -3,264	-19%	-$227K	0.01%	333
2023 Q4	$1.21M	Buy	17,486 +11,231	+180%	+$744K	0.01%	298
2023 Q3	$408K	Buy	6,255 +58	+0.9%	+$3.9K	0.01%	462
2023 Q2	$418K	Sell	6,197 -1,287	-17%	-$88.7K	0.01%	464
2023 Q1	$476K	Hold	7,484	–	–	0.01%	388
2022 Q4	$476K	Buy	7,484 +1,141	+18%	+$69.7K	0.01%	390
2022 Q3	$362K	Sell	6,343 -1,532	-19%	-$96.1K	0.01%	430
2022 Q2	$499K	Sell	7,875 -2,180	-22%	-$146K	0.01%	374
2022 Q1	$725K	Hold	10,055	–	–	0.01%	297
2021 Q4	$772K	Hold	10,055	–	–	0.01%	291
2021 Q3	$758K	Sell	10,055 -12	-0.1%	-$932	0.02%	286
2021 Q2	$760K	Buy	10,067 +12	+0.1%	+$904	0.02%	281
2021 Q1	$734K	Sell	10,055 -2,540	-20%	-$186K	0.04%	267
2020 Q4	$925K	Buy	+12,595	New	+$887K	0.05%	226
2020 Q1	–	Sell	-3,311	Closed	-$247K	–	482
2019 Q4	$247K	Buy	3,311 +349	+12%	+$26K	0.02%	394
2019 Q3	$217K	Hold	2,962	–	–	0.02%	389
2019 Q2	$215K	Sell	2,962 -240	-7%	-$17.3K	0.02%	403
2019 Q1	$231K	Buy	+3,202	New	+$224K	0.03%	358