Diversify Advisory Services’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 | $833K | Buy |
9,861
+1,678
| +21% | +$142K | 0.03% | 374 |
|
2025
Q1 | $671K | Sell |
8,183
-507
| -6% | -$41.6K | 0.04% | 290 |
|
2024
Q4 | $607K | Buy |
8,690
+61
| +0.7% | +$4.26K | 0.03% | 325 |
|
2024
Q3 | $645K | Buy |
8,629
+315
| +4% | +$23.5K | 0.03% | 335 |
|
2024
Q2 | $582K | Sell |
8,314
-218
| -3% | -$15.3K | 0.03% | 355 |
|
2024
Q1 | $602K | Buy |
+8,532
| New | +$602K | 0.04% | 376 |
|