Forum Private Client Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $640K | Sell |
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|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $3.37M | Sell |
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|
2022
Q4 | $3.74M | Sell |
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|
2022
Q3 | $4.1M | Sell |
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|
2022
Q2 | $5.71M | Sell |
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|
2022
Q1 | $7.27M | Buy |
|