Founders Financial Securities’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 | $7.01M | Buy |
+83,379
| New | +$7.01M | 0.53% | 42 |
|
|
2023
Q4 | – | Sell |
-22,844
| Closed | -$1.49M | – | 374 |
|
|
2023
Q3 | $1.49M | Buy |
22,844
+2,001
| +10% | +$131K | 0.19% | 97 |
|
|
2023
Q2 | $1.41M | Buy |
20,843
+600
| +3% | +$40.5K | 0.19% | 104 |
|
|
2023
Q1 | $1.37M | Buy |
20,243
+8,091
| +67% | +$547K | 0.2% | 101 |
|
|
2022
Q4 | $773K | Buy |
12,152
+3,863
| +47% | +$246K | 0.12% | 157 |
|
|
2022
Q3 | $473K | Sell |
8,289
-1,482
| -15% | -$84.6K | 0.08% | 180 |
|
|
2022
Q2 | $619K | Sell |
9,771
-4,588
| -32% | -$291K | 0.12% | 145 |
|
|
2022
Q1 | $1.04M | Buy |
14,359
+875
| +6% | +$63.1K | 0.18% | 110 |
|
|
2021
Q4 | $1.04M | Buy |
13,484
+619
| +5% | +$47.5K | 0.19% | 105 |
|
|
2021
Q3 | $969K | Sell |
12,865
-9,068
| -41% | -$683K | 0.2% | 107 |
|
|
2021
Q2 | $1.66M | Sell |
21,933
-624
| -3% | -$47.1K | 0.33% | 66 |
|
|
2021
Q1 | $1.65M | Sell |
22,557
-12,824
| -36% | -$936K | 0.38% | 48 |
|
|
2020
Q4 | $2.6M | Sell |
35,381
-3,324
| -9% | -$244K | 0.62% | 35 |
|
|
2020
Q3 | $2.64M | Buy |
38,705
+14,534
| +60% | +$990K | 0.84% | 29 |
|
|
2020
Q2 | $1.6M | Buy |
24,171
+13,755
| +132% | +$909K | 0.52% | 46 |
|
|
2020
Q1 | $646K | Sell |
10,416
-21,754
| -68% | -$1.35M | 0.24% | 59 |
|
|
2019
Q4 | $2.4M | Buy |
32,170
+14,156
| +79% | +$1.06M | 0.81% | 31 |
|
|
2019
Q3 | $1.32M | Buy |
+18,014
| New | +$1.32M | 0.42% | 49 |
|