Carson Wealth (CWM 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 | $4.32M | Buy |
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|
2025
Q2 | $3.68M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.01M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $866K | Buy |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q2 | $619K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $619K | Hold |
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|
2020
Q3 | $619K | Hold |
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|
2020
Q2 | $619K | Hold |
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|
2020
Q1 | $619K | Hold |
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|
2019
Q4 | $619K | Hold |
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|
2019
Q3 | $619K | Hold |
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|
2019
Q2 | $619K | Hold |
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|
2019
Q1 | $619K | Buy |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | $103K | Buy |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $96K | Buy |
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|
2017
Q4 | $52K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $27K | Sell |
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|
2016
Q3 | $104K | Buy |
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|
2016
Q2 | $48K | Buy |
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|
2016
Q1 | $16K | Buy |
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|
2015
Q4 | $10K | Buy |
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