Founders Financial Alliance’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 | – | Sell |
-303
| Closed | -$23.6K | – | 557 |
|
|
2025
Q1 | $23.6K | Hold |
303
| – | – | 0.01% | 488 |
|
|
2024
Q4 | $21.4K | Hold |
303
| – | – | 0.01% | 437 |
|
|
2024
Q3 | $23.2K | Hold |
303
| – | – | 0.01% | 443 |
|
|
2024
Q2 | $21K | Hold |
303
| – | – | 0.01% | 436 |
|
|
2024
Q1 | $21.5K | Hold |
303
| – | – | 0.01% | 443 |
|
|
2023
Q4 | $21K | Hold |
303
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $19.8K | Hold |
303
| – | – | 0.01% | 383 |
|
|
2023
Q2 | $20.5K | Buy |
303
+93
| +44% | +$6.28K | 0.01% | 411 |
|
|
2023
Q1 | $14.6K | Sell |
210
-585
| -74% | -$40.8K | 0.01% | 386 |
|
|
2022
Q4 | $50.6K | Hold |
795
| – | – | 0.02% | 323 |
|
|
2022
Q3 | $45K | Buy |
795
+210
| +36% | +$11.9K | 0.02% | 326 |
|
|
2022
Q2 | $37K | Sell |
585
-210
| -26% | -$13.3K | 0.02% | 361 |
|
|
2022
Q1 | $57K | Hold |
795
| – | – | 0.03% | 314 |
|
|
2021
Q4 | $61K | Hold |
795
| – | – | 0.02% | 345 |
|
|
2021
Q3 | $60K | Hold |
795
| – | – | 0.03% | 317 |
|
|
2021
Q2 | $60K | Sell |
795
-100
| -11% | -$7.55K | 0.03% | 331 |
|
|
2021
Q1 | $65K | Hold |
895
| – | – | 0.03% | 309 |
|
|
2020
Q4 | $65K | Hold |
895
| – | – | 0.04% | 274 |
|
|
2020
Q3 | $61K | Buy |
+895
| New | +$61K | 0.04% | 338 |
|