EP Wealth Advisors’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
Q2 | $789K | Buy |
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|
2025
Q1 | $724K | Sell |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $189K | Buy |
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|
2024
Q1 | $173K | Sell |
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|
2023
Q4 | $179K | Sell |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $402K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $214K | Sell |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $219K | Buy |
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