EverSource Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
3,055
+2,895
| +1,809% | +$243K | 0.01% | 749 |
|
|
2025
Q1 | $12.5K | Buy |
160
+125
| +357% | +$9.76K | ﹤0.01% | 1979 |
|
|
2024
Q4 | $2.48K | Hold |
35
| – | – | ﹤0.01% | 2637 |
|
|
2024
Q3 | $2.69K | Hold |
35
| – | – | ﹤0.01% | 2440 |
|
|
2024
Q2 | $2.56K | Hold |
35
| – | – | ﹤0.01% | 2470 |
|
|
2024
Q1 | $2.44K | Sell |
35
-215
| -86% | -$15K | ﹤0.01% | 2319 |
|
|
2023
Q4 | $17.3K | Sell |
250
-50
| -17% | -$3.47K | ﹤0.01% | 1301 |
|
|
2023
Q3 | $19.6K | Buy |
300
+178
| +146% | +$11.6K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $8.24K | Buy |
+122
| New | +$8.24K | ﹤0.01% | 1532 |
|
|
2022
Q4 | – | Sell |
-19
| Closed | -$1K | – | 2343 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1808 |
|