Center for Financial Planning’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 | $8.66K | Hold |
103
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $8.03K | Buy |
+103
| New | +$8.03K | ﹤0.01% | 493 |
|
|
2024
Q2 | – | Sell |
-62
| Closed | -$4.4K | – | 596 |
|
|
2024
Q1 | $4.4K | Buy |
+62
| New | +$4.4K | ﹤0.01% | 481 |
|
|
2023
Q2 | – | Sell |
-56
| Closed | -$3.79K | – | 575 |
|
|
2023
Q1 | $3.79K | Hold |
56
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $3.56K | Hold |
56
| – | – | ﹤0.01% | 432 |
|
|
2022
Q3 | $3K | Sell |
56
-8,918
| -99% | -$478K | ﹤0.01% | 469 |
|
|
2022
Q2 | $568K | Sell |
8,974
-4,279
| -32% | -$271K | 0.14% | 69 |
|
|
2022
Q1 | $956K | Buy |
13,253
+449
| +4% | +$32.4K | 0.2% | 56 |
|
|
2021
Q4 | $983K | Sell |
12,804
-1,425
| -10% | -$109K | 0.2% | 56 |
|
|
2021
Q3 | $1.07M | Buy |
14,229
+378
| +3% | +$28.5K | 0.26% | 45 |
|
|
2021
Q2 | $1.05M | Buy |
13,851
+235
| +2% | +$17.7K | 0.26% | 47 |
|
|
2021
Q1 | $994K | Buy |
13,616
+724
| +6% | +$52.9K | 0.26% | 46 |
|
|
2020
Q4 | $946K | Buy |
12,892
+227
| +2% | +$16.7K | 0.27% | 42 |
|
|
2020
Q3 | $863K | Buy |
12,665
+12,440
| +5,529% | +$848K | 0.28% | 45 |
|
|
2020
Q2 | $15K | Hold |
225
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $14K | Sell |
225
-4,484
| -95% | -$279K | ﹤0.01% | 288 |
|
|
2019
Q4 | $351K | Buy |
+4,709
| New | +$351K | 0.09% | 88 |
|