Estate Counselors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Estate Counselors’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.27M	Sell	68,581 -185	-0.3%	-$16.7K	0.56%	20
2025 Q4	$5.93M	Buy	68,766 +1,705	+3%	+$146K	0.5%	32
2025 Q3	$5.69M	Buy	67,061 +4,620	+7%	+$390K	0.49%	32
2025 Q2	$5.25M	Sell	62,441 -345	-0.5%	-$28.2K	0.52%	28
2025 Q1	$4.89M	Sell	62,786 -5,823	-8%	-$435K	0.51%	25
2024 Q4	$4.85M	Buy	68,609 +675	+1%	+$49.7K	0.52%	25
2024 Q3	$5.21M	Buy	67,934 +144	+0.2%	+$10.6K	0.54%	25
2024 Q2	$4.7M	Buy	67,790 +360	+0.5%	+$25.3K	0.51%	23
2024 Q1	$4.78M	Buy	67,430 +360	+0.5%	+$25K	0.55%	17
2023 Q4	$4.65M	Buy	67,070 +1,590	+2%	+$105K	0.57%	38
2023 Q3	$4.27M	Buy	65,480 +1,840	+3%	+$124K	0.57%	36
2023 Q2	$4.3M	Sell	63,640 -1,200	-2%	-$82.7K	0.54%	38
2023 Q1	$4.39M	Buy	+64,840	New	+$4.27M	0.58%	35
2022 Q2	–	Sell	-2,450	Closed	-$176K	–	179
2022 Q1	$176K	Sell	2,450 -1,950	-44%	-$142K	0.02%	120
2021 Q4	$337K	Sell	4,400 -26,455	-86%	-$2.02M	0.04%	114
2021 Q3	$2.32M	Sell	30,855 -118,970	-79%	-$9.24M	0.29%	50
2021 Q2	$11.3M	Sell	149,825 -90,315	-38%	-$6.8M	1.48%	24
2021 Q1	$17.5M	Sell	240,140 -3,920	-2%	-$288K	2.57%	8
2020 Q4	$17.9M	Sell	244,060 -91,865	-27%	-$6.47M	2.7%	8
2020 Q3	$22.9M	Buy	335,925 +18,260	+6%	+$1.24M	3.55%	6
2020 Q2	$21M	Sell	317,665 -13,865	-4%	-$900K	3.35%	5
2020 Q1	$20.6M	Buy	331,530 +2,265	+0.7%	+$159K	3.39%	4
2019 Q4	$24.5M	Buy	329,265 +11,100	+3%	+$827K	3.61%	4
2019 Q3	$23.3M	Buy	318,165 +90,955	+40%	+$6.58M	3.58%	7
2019 Q2	$16.5M	Buy	227,210 +24,970	+12%	+$1.8M	2.58%	12
2019 Q1	$14.6M	Buy	202,240 +350	+0.2%	+$24.5K	2.5%	13
2018 Q4	$13.5M	Sell	201,890 -10,300	-5%	-$708K	2.72%	9
2018 Q3	$15.4M	Buy	212,190 +3,040	+1%	+$219K	2.8%	10
2018 Q2	$14.9M	Sell	209,150 -102,800	-33%	-$7.56M	2.82%	10
2018 Q1	$23M	Buy	311,950 +32,020	+11%	+$2.36M	4.27%	4
2017 Q4	$20.4M	Sell	279,930 -14,150	-5%	-$1.02M	4.09%	6
2017 Q3	$20.9M	Sell	294,080 -1,050	-0.4%	-$73.9K	4.16%	5
2017 Q2	$20.4M	Sell	295,130 -10,400	-3%	-$717K	4.63%	4
2017 Q1	$20.2M	Buy	305,530 +197,470	+183%	+$12.6M	5.24%	3
2016 Q4	$6.62M	Sell	108,060 -81,610	-43%	-$5.16M	1.83%	19
2016 Q3	$12.8M	Buy	189,670 +830	+0.4%	+$55.8K	4.97%	4
2016 Q2	$12.5M	Sell	188,840 -39,710	-17%	-$2.66M	4.99%	5
2016 Q1	$15.2M	Buy	228,550 +28,740	+14%	+$1.83M	6.69%	1
2015 Q4	$13M	Sell	199,810 -32,300	-14%	-$2.1M	5.29%	6
2015 Q3	$14.5M	Sell	232,110 -43,100	-16%	-$2.81M	5.85%	2
2015 Q2	$18M	Sell	275,210 -740	-0.3%	-$50.2K	6.24%	3
2015 Q1	$18.2M	Buy	275,950 +75,260	+38%	+$4.87M	6.47%	2
2014 Q4	$12.4M	Buy	200,690 +60,690	+43%	+$3.8M	4.38%	10
2014 Q3	$8.77M	Hold	140,000	–	–	3.38%	13
2014 Q2	$9.15M	Hold	140,000	–	–	3.5%	13
2014 Q1	$8.79M	Buy	+140,000	New	+$8.58M	3.53%	13