Colonial Trust Advisors’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 | $56.6K | Buy |
673
+23
| +4% | +$1.93K | ﹤0.01% | 326 |
|
|
2025
Q1 | $50.6K | Hold |
650
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $46K | Buy |
650
+75
| +13% | +$5.3K | ﹤0.01% | 320 |
|
|
2024
Q3 | $44.1K | Hold |
575
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $39.9K | Hold |
575
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $40.8K | Hold |
575
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $39.9K | Hold |
575
| – | – | ﹤0.01% | 339 |
|
|
2023
Q3 | $37.5K | Hold |
575
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $38.8K | Hold |
575
| – | – | ﹤0.01% | 362 |
|
|
2023
Q1 | $38.9K | Hold |
575
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $36.6K | Sell |
575
-1,181
| -67% | -$75.1K | ﹤0.01% | 363 |
|
|
2022
Q3 | $100K | Buy |
+1,756
| New | +$100K | 0.01% | 215 |
|