Fortune Financial 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 | $1.91M | Buy |
22,667
+2,282
| +11% | +$192K | 1.53% | 22 |
|
|
2025
Q1 | $1.59M | Sell |
20,385
-693
| -3% | -$54K | 1.37% | 23 |
|
|
2024
Q4 | $1.49M | Sell |
21,078
-660
| -3% | -$46.7K | 1.35% | 25 |
|
|
2024
Q3 | $1.67M | Sell |
21,738
-345
| -2% | -$26.5K | 1.51% | 22 |
|
|
2024
Q2 | $1.53M | Sell |
22,083
-391
| -2% | -$27.1K | 0.94% | 30 |
|
|
2024
Q1 | $1.59M | Sell |
22,474
-487
| -2% | -$34.5K | 1.01% | 29 |
|
|
2023
Q4 | $1.59M | Sell |
22,961
-2,059
| -8% | -$143K | 1.11% | 26 |
|
|
2023
Q3 | $1.63M | Sell |
25,020
-70
| -0.3% | -$4.57K | 1.25% | 27 |
|
|
2023
Q2 | $1.69M | Buy |
+25,090
| New | +$1.69M | 1.27% | 27 |
|