Golden State Wealth Management’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 | $24.2K | Hold |
288
| – | – | ﹤0.01% | 835 |
|
|
2025
Q1 | $22.4K | Buy |
288
+278
| +2,780% | +$21.7K | ﹤0.01% | 773 |
|
|
2024
Q4 | $707 | Buy |
+10
| New | +$707 | ﹤0.01% | 1396 |
|
|
2022
Q1 | $234K | Sell |
3,239
-3,684
| -53% | -$266K | 0.05% | 274 |
|
|
2021
Q4 | $531K | Hold |
6,923
| – | – | 0.09% | 194 |
|
|
2021
Q3 | $522K | Hold |
6,923
| – | – | 0.11% | 154 |
|
|
2021
Q2 | $523K | Buy |
+6,923
| New | +$523K | 0.12% | 158 |
|
|
2020
Q2 | – | Sell |
-182
| Closed | -$11K | – | 360 |
|
|
2020
Q1 | $11K | Buy |
+182
| New | +$11K | ﹤0.01% | 603 |
|
|
2019
Q4 | – | Sell |
-182
| Closed | -$13K | – | 276 |
|
|
2019
Q3 | $13K | Hold |
182
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $13K | Hold |
182
| – | – | ﹤0.01% | 691 |
|
|
2019
Q1 | $13K | Buy |
+182
| New | +$13K | ﹤0.01% | 715 |
|