Fragasso Financial Advisors’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
Q3 | $539K | Buy |
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2025
Q2 | $531K | Sell |
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2025
Q1 | $552K | Sell |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $1.99M | Buy |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.7M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $4.27M | Buy |
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|
2018
Q3 | $2.36M | Sell |
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|
2018
Q2 | $3.39M | Sell |
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|
2018
Q1 | $3.54M | Buy |
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|
2017
Q4 | $3.31M | Buy |
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|
2017
Q3 | $3.18M | Sell |
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|
2017
Q2 | $3.7M | Sell |
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|
2017
Q1 | $3.65M | Buy |
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|
2016
Q4 | $3.29M | Buy |
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|
2016
Q3 | $3.45M | Buy |
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|
2016
Q2 | $2.13M | Buy |
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|
2016
Q1 | $2.01M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $1.35M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $821K | Buy |
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