Householder Group Estate & Retirement Specialist’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
2024
Q4
$6K Sell
88
-50
-36% -$3.41K ﹤0.01% 412
2024
Q3
$10K Hold
138
﹤0.01% 805
2024
Q2
$9K Sell
138
-487
-78% -$31.8K ﹤0.01% 824
2024
Q1
$44.3K Buy
625
+50
+9% +$3.55K 0.01% 494
2023
Q4
$39K Sell
575
-41
-7% -$2.78K 0.01% 504
2023
Q3
$40.2K Buy
+616
New +$40.2K 0.01% 498
2023
Q1
$41K Buy
+605
New +$41K 0.02% 472