Howe & Rusling’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
Q2 | $29.4K | Buy |
+350
| New | +$29.4K | ﹤0.01% | 374 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$849 | – | 436 |
|
|
2024
Q4 | $849 | Buy |
+12
| New | +$849 | ﹤0.01% | 406 |
|
|
2024
Q3 | – | Sell |
-272
| Closed | -$18.9K | – | 415 |
|
|
2024
Q2 | $18.9K | Buy |
+272
| New | +$18.9K | ﹤0.01% | 313 |
|
|
2023
Q3 | – | Sell |
-301
| Closed | -$20.3K | – | 321 |
|
|
2023
Q2 | $20.3K | Buy |
301
+177
| +143% | +$11.9K | ﹤0.01% | 279 |
|
|
2023
Q1 | $8.39K | Hold |
124
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $7.89K | Buy |
+124
| New | +$7.89K | ﹤0.01% | 285 |
|
|
2022
Q2 | – | Sell |
-92
| Closed | -$7K | – | 1087 |
|
|
2022
Q1 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 574 |
|