HBK Sorce Advisory’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 | $1.47M | Sell |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.24M | Sell |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $7.03M | Buy |
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|
2022
Q3 | $5.65M | Sell |
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|
2022
Q2 | $7.13M | Sell |
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|
2022
Q1 | $20.5M | Sell |
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|
2021
Q4 | $96.6M | Buy |
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|
2021
Q3 | $92.5M | Buy |
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|
2021
Q2 | $91M | Buy |
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|
2021
Q1 | $87.5M | Sell |
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|
2020
Q4 | $90.8M | Sell |
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|
2020
Q3 | $84.6M | Sell |
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|
2020
Q2 | $83.2M | Sell |
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|
2020
Q1 | $86.9M | Buy |
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|
2019
Q4 | $93.4M | Buy |
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|
2019
Q3 | $86.2M | Buy |
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|
2019
Q2 | $76.5M | Buy |
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|
2019
Q1 | $50.4M | Buy |
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