HM Payson & Co’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
Q1 | $135K | Hold |
1,735
| – | – | ﹤0.01% | 481 |
|
|
2024
Q4 | $123K | Hold |
1,735
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $133K | Buy |
+1,735
| New | +$133K | ﹤0.01% | 483 |
|
|
2023
Q2 | – | Sell |
-327
| Closed | -$22.1K | – | 1018 |
|
|
2023
Q1 | $22.1K | Buy |
+327
| New | +$22.1K | ﹤0.01% | 697 |
|
|
2021
Q2 | – | Sell |
-307
| Closed | -$22K | – | 1105 |
|
|
2021
Q1 | $22K | Hold |
307
| – | – | ﹤0.01% | 732 |
|
|
2020
Q4 | $23K | Buy |
+307
| New | +$23K | ﹤0.01% | 744 |
|