Exencial Wealth Advisors’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 | $260K | Buy |
+3,093
| New | +$260K | 0.01% | 450 |
|
|
2024
Q1 | – | Sell |
-2,970
| Closed | -$206K | – | 492 |
|
|
2023
Q4 | $206K | Buy |
+2,970
| New | +$206K | 0.01% | 460 |
|
|
2021
Q3 | – | Sell |
-7,748
| Closed | -$585K | – | 355 |
|
|
2021
Q2 | $585K | Buy |
7,748
+1,500
| +24% | +$113K | 0.03% | 291 |
|
|
2021
Q1 | $456K | Buy |
+6,248
| New | +$456K | 0.03% | 291 |
|