Goldstein 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
2026 Q1	$409K	Sell	4,481 -53	-1%	-$4.79K	0.05%	119
2025 Q4	$391K	Sell	4,534 -23	-0.5%	-$1.97K	0.04%	116
2025 Q3	$387K	Sell	4,557 -39	-0.8%	-$3.29K	0.05%	116
2025 Q2	$386K	Sell	4,596 -655	-12%	-$53.6K	0.05%	109
2025 Q1	$409K	Buy	5,251 +173	+3%	+$12.9K	0.06%	107
2024 Q4	$359K	Buy	5,078 +111	+2%	+$8.17K	0.05%	116
2024 Q3	$381K	Buy	4,967 +543	+12%	+$40.1K	0.06%	104
2024 Q2	$307K	Sell	4,424 -475	-10%	-$33.3K	0.05%	114
2024 Q1	$347K	Sell	4,899 -310	-6%	-$21.6K	0.06%	102
2023 Q4	$361K	Sell	5,209 -548	-10%	-$36.3K	0.06%	128
2023 Q3	$375K	Buy	5,757 +111	+2%	+$7.46K	0.08%	91
2023 Q2	$381K	Sell	5,646 -215	-4%	-$14.8K	0.08%	90
2023 Q1	$397K	Sell	5,861 -367	-6%	-$24.2K	0.09%	88
2022 Q4	$396K	Buy	+6,228	New	+$380K	0.1%	85