Elevate Wealth Advisory’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 | $261K | Buy |
3,107
+91
| +3% | +$7.65K | 0.19% | 67 |
|
|
2025
Q1 | $235K | Hold |
3,016
| – | – | 0.17% | 68 |
|
|
2024
Q4 | $210K | Sell |
3,016
-35
| -1% | -$2.44K | 0.16% | 66 |
|
|
2024
Q3 | $234K | Sell |
3,051
-125
| -4% | -$9.59K | 0.17% | 64 |
|
|
2024
Q2 | $220K | Sell |
3,176
-410
| -11% | -$28.4K | 0.18% | 63 |
|
|
2024
Q1 | $254K | Sell |
3,586
-111
| -3% | -$7.87K | 0.22% | 49 |
|
|
2023
Q4 | $256K | Buy |
+3,697
| New | +$256K | 0.23% | 51 |
|