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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