IWA
IBEX Wealth 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 | $1.15M | Buy |
+13,705
| New | +$1.15M | 0.12% | 99 |
|
|
2018
Q4 | – | Sell |
-49,092
| Closed | -$3.57M | – | 82 |
|
|
2018
Q3 | $3.57M | Buy |
49,092
+1,315
| +3% | +$95.6K | 1.28% | 31 |
|
|
2018
Q2 | $3.48M | Buy |
+47,777
| New | +$3.48M | 1.39% | 30 |
|
|
2017
Q4 | – | Sell |
-40,524
| Closed | -$2.88M | – | 98 |
|
|
2017
Q3 | $2.88M | Buy |
40,524
+3,589
| +10% | +$255K | 1.07% | 40 |
|
|
2017
Q2 | $2.53M | Buy |
+36,935
| New | +$2.53M | 0.99% | 44 |
|