GA
Goldstein Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $386K | Sell |
4,596
-655
| -12% | -$55.1K | 0.05% | 109 |
|
2025
Q1 | $409K | Buy |
5,251
+173
| +3% | +$13.5K | 0.06% | 107 |
|
2024
Q4 | $359K | Buy |
5,078
+111
| +2% | +$7.85K | 0.05% | 116 |
|
2024
Q3 | $381K | Buy |
4,967
+543
| +12% | +$41.6K | 0.06% | 104 |
|
2024
Q2 | $307K | Sell |
4,424
-475
| -10% | -$32.9K | 0.05% | 114 |
|
2024
Q1 | $347K | Sell |
4,899
-310
| -6% | -$22K | 0.06% | 102 |
|
2023
Q4 | $361K | Sell |
5,209
-548
| -10% | -$38K | 0.06% | 128 |
|
2023
Q3 | $375K | Buy |
5,757
+111
| +2% | +$7.24K | 0.08% | 91 |
|
2023
Q2 | $381K | Sell |
5,646
-215
| -4% | -$14.5K | 0.08% | 90 |
|
2023
Q1 | $397K | Sell |
5,861
-367
| -6% | -$24.8K | 0.09% | 88 |
|
2022
Q4 | $396K | Buy |
+6,228
| New | +$396K | 0.1% | 85 |
|