Clear Investment Research’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 Q4	–	Sell	-217	Closed	-$18.4K	–	103
2025 Q3	$18.4K	Hold	217	–	–	0.02%	161
2025 Q2	$18.2K	Hold	217	–	–	0.02%	148
2025 Q1	$16.9K	Hold	217	–	–	0.02%	147
2024 Q4	$15.3K	Hold	217	–	–	0.02%	148
2024 Q3	$16.6K	Hold	217	–	–	0.02%	148
2024 Q2	$15.1K	Hold	217	–	–	0.02%	142
2024 Q1	$15.4K	Hold	217	–	–	0.02%	147
2023 Q4	$15K	Hold	217	–	–	0.02%	162
2023 Q3	$14.2K	Hold	217	–	–	0.02%	121
2023 Q2	$14.6K	Hold	217	–	–	0.02%	122
2023 Q1	$14.7K	Hold	217	–	–	0.03%	122
2022 Q4	$14K	Hold	217	–	–	0.03%	111
2022 Q3	$12K	Hold	217	–	–	0.03%	113
2022 Q2	$14K	Hold	217	–	–	0.03%	97
2022 Q1	$16K	Hold	217	–	–	0.03%	103
2021 Q4	$17K	Hold	217	–	–	0.03%	107
2021 Q3	$16K	Hold	217	–	–	0.03%	107
2021 Q2	$16K	Hold	217	–	–	0.03%	108
2021 Q1	$16K	Hold	217	–	–	0.03%	97
2020 Q4	$16K	Sell	217 -42	-16%	-$2.96K	0.03%	90
2020 Q3	$18K	Hold	259	–	–	0.04%	84
2020 Q2	$17K	Sell	259 -109	-30%	-$7.07K	0.04%	85
2020 Q1	$23K	Buy	368 +7	+2%	+$492	0.06%	72
2019 Q4	$27K	Buy	361 +11	+3%	+$820	0.06%	74
2019 Q3	$26K	Hold	350	–	–	0.06%	70
2019 Q2	$25K	Buy	350 +51	+17%	+$3.67K	0.04%	72
2019 Q1	$22K	Hold	299	–	–	0.03%	72
2018 Q4	$20K	Buy	299 +22	+8%	+$1.51K	0.03%	68
2018 Q3	$20K	Buy	+277	New	+$20K	0.03%	69