Burt Wealth Advisors’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
Q2 | $23.5M | Sell |
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2025
Q1 | $21.9M | Sell |
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|
2024
Q4 | $20.1M | Sell |
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|
2024
Q3 | $22M | Buy |
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|
2024
Q2 | $19.8M | Sell |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $18.8M | Buy |
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|
2023
Q3 | $17M | Buy |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $16.9M | Buy |
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|
2022
Q4 | $15.5M | Sell |
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|
2022
Q3 | $29.5M | Buy |
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|
2022
Q2 | $32M | Sell |
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|
2022
Q1 | $39.2M | Buy |
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|
2021
Q4 | $40M | Buy |
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|
2021
Q3 | $37.8M | Buy |
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|
2021
Q2 | $37.3M | Buy |
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|
2021
Q1 | $35.7M | Buy |
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|
2020
Q4 | $35.1M | Buy |
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|
2020
Q3 | $32.1M | Buy |
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|
2020
Q2 | $30.8M | Buy |
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|
2020
Q1 | $27.7M | Sell |
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|
2019
Q4 | $33.9M | Buy |
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|
2019
Q3 | $33.1M | Sell |
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|
2019
Q2 | $32.9M | Buy |
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|
2019
Q1 | $32.5M | Buy |
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|
2018
Q4 | $28.1M | Sell |
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|
2018
Q3 | $31.9M | Buy |
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|
2018
Q2 | $30.6M | Sell |
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|
2018
Q1 | $32.1M | Buy |
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|
2017
Q4 | $30.8M | Buy |
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|
2017
Q3 | $29.6M | Sell |
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|
2017
Q2 | $29.4M | Buy |
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|
2017
Q1 | $25.2M | Buy |
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|
2016
Q4 | $2.48M | Buy |
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|
2016
Q3 | $2.48M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $17.3M | Buy |
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|
2015
Q4 | $16.4M | Buy |
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|
2015
Q3 | $15.4M | Buy |
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|
2015
Q2 | $1.59M | Buy |
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|
2015
Q1 | $15.9M | Buy |
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|
2014
Q4 | $14.6M | Buy |
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