Focus Partners Wealth’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 | $3.98M | Buy |
47,401
+9,749
| +26% | +$820K | 0.01% | 740 |
|
|
2025
Q1 | $2.93M | Buy |
37,652
+2,441
| +7% | +$190K | 0.01% | 752 |
|
|
2024
Q4 | $2.49M | Buy |
35,211
+26,100
| +286% | +$1.85M | 0.01% | 779 |
|
|
2024
Q3 | $699K | Sell |
9,111
-10,115
| -53% | -$776K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $1.33M | Buy |
19,226
+2,142
| +13% | +$149K | ﹤0.01% | 734 |
|
|
2024
Q1 | $1.21M | Buy |
+17,084
| New | +$1.21M | 0.01% | 573 |
|