CVA Family Office’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 | $1.72M | Sell |
20,505
-501
| -2% | -$42.1K | 0.24% | 69 |
|
|
2025
Q1 | $1.64M | Sell |
21,006
-100
| -0.5% | -$7.79K | 0.25% | 69 |
|
|
2024
Q4 | $1.49M | Sell |
21,106
-374
| -2% | -$26.4K | 0.24% | 70 |
|
|
2024
Q3 | $1.65M | Sell |
21,480
-1,561
| -7% | -$120K | 0.27% | 65 |
|
|
2024
Q2 | $1.6M | Sell |
23,041
-1,627
| -7% | -$113K | 0.29% | 61 |
|
|
2024
Q1 | $1.75M | Sell |
24,668
-300
| -1% | -$21.3K | 0.31% | 56 |
|
|
2023
Q4 | $1.73M | Sell |
24,968
-1,181
| -5% | -$81.9K | 0.34% | 51 |
|
|
2023
Q3 | $1.71M | Sell |
26,149
-2,375
| -8% | -$155K | 0.39% | 51 |
|
|
2023
Q2 | $1.93M | Sell |
28,524
-67
| -0.2% | -$4.52K | 0.4% | 49 |
|
|
2023
Q1 | $1.93M | Hold |
28,591
| – | – | 0.43% | 46 |
|
|
2022
Q4 | $1.82M | Sell |
28,591
-12,118
| -30% | -$771K | 0.44% | 46 |
|
|
2022
Q3 | $2.32M | Sell |
40,709
-9,985
| -20% | -$569K | 0.63% | 42 |
|
|
2022
Q2 | $3.21M | Sell |
50,694
-7,367
| -13% | -$466K | 0.87% | 30 |
|
|
2022
Q1 | $4.19M | Sell |
58,061
-536
| -0.9% | -$38.7K | 1% | 25 |
|
|
2021
Q4 | $4.5M | Sell |
58,597
-2,425
| -4% | -$186K | 1.12% | 21 |
|
|
2021
Q3 | $4.16M | Buy |
61,022
+1,664
| +3% | +$113K | 3% | 9 |
|
|
2021
Q2 | $4.48M | Buy |
59,358
+22
| +0% | +$1.66K | 1.28% | 18 |
|
|
2021
Q1 | $4.33M | Buy |
59,336
+275
| +0.5% | +$20.1K | 1.64% | 14 |
|
|
2020
Q4 | $4.34M | Sell |
59,061
-1,961
| -3% | -$144K | 2.66% | 10 |
|
|
2020
Q3 | $4.16M | Buy |
61,022
+5,277
| +9% | +$359K | 3% | 9 |
|
|
2020
Q2 | $3.68M | Buy |
55,745
+11,325
| +25% | +$748K | 3.03% | 9 |
|
|
2020
Q1 | $2.76M | Sell |
44,420
-16,851
| -28% | -$1.05M | 2.8% | 7 |
|
|
2019
Q4 | $4.57M | Buy |
+61,271
| New | +$4.57M | 4.21% | 6 |
|