IHT Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

IHT Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.17M	Sell	25,790 -257	-1%	-$21.6K	0.06%	303
2025 Q1	$2.03M	Buy	26,047 +879	+3%	+$68.5K	0.06%	290
2024 Q4	$1.78M	Buy	25,168 +143	+0.6%	+$10.1K	0.06%	301
2024 Q3	$1.92M	Buy	25,025 +30	+0.1%	+$2.3K	0.05%	329
2024 Q2	$1.73M	Sell	24,995 -248	-1%	-$17.2K	0.06%	282
2024 Q1	$1.79M	Sell	25,243 -380	-1%	-$26.9K	0.07%	279
2023 Q4	$1.78M	Sell	25,623 -1,626	-6%	-$113K	0.08%	243
2023 Q3	$1.78M	Sell	27,249 -247	-0.9%	-$16.1K	0.09%	213
2023 Q2	$1.86M	Buy	27,496 +1,652	+6%	+$112K	0.1%	201
2023 Q1	$1.75M	Sell	25,844 -1,140	-4%	-$77.1K	0.1%	199
2022 Q4	$1.72M	Sell	26,984 -2,773	-9%	-$176K	0.11%	197
2022 Q3	$1.7M	Buy	29,757 +2,151	+8%	+$123K	0.13%	185
2022 Q2	$1.75M	Sell	27,606 -34	-0.1%	-$2.15K	0.15%	147
2022 Q1	$1.99M	Sell	27,640 -3,231	-10%	-$233K	0.15%	142
2021 Q4	$2.37M	Sell	30,871 -6,762	-18%	-$519K	0.17%	125
2021 Q3	$2.84M	Sell	37,633 -6,582	-15%	-$496K	0.23%	97
2021 Q2	$3.34M	Sell	44,215 -11,362	-20%	-$858K	0.21%	103
2021 Q1	$4.06M	Sell	55,577 -2,429	-4%	-$177K	0.29%	73
2020 Q4	$4.26M	Sell	58,006 -761	-1%	-$55.9K	0.35%	54
2020 Q3	$4M	Sell	58,767 -2,113	-3%	-$144K	0.4%	44
2020 Q2	$4.02M	Buy	60,880 +5,970	+11%	+$394K	0.55%	31
2020 Q1	$3.41M	Buy	54,910 +1,008	+2%	+$62.5K	0.49%	45
2019 Q4	$4.02M	Buy	53,902 +36,825	+216%	+$2.75M	0.48%	45
2019 Q3	$1.25M	Buy	17,077 +10,348	+154%	+$758K	0.17%	144
2019 Q2	$489K	Buy	6,729 +1,812	+37%	+$132K	0.07%	289
2019 Q1	$354K	Buy	+4,917	New	+$354K	0.06%	326
2018 Q2	–	Sell	-251	Closed	-$18K	–	675
2018 Q1	$18K	Buy	251 +40	+19%	+$2.87K	﹤0.01%	1012
2017 Q4	$16K	Buy	211 +130	+160%	+$9.86K	﹤0.01%	1048
2017 Q3	$6K	Hold	81	–	–	﹤0.01%	1056
2017 Q2	$40	Buy	81 +6	+8%	+$3	0.02%	564
2017 Q1	$5K	Buy	75 +2	+3%	+$133	﹤0.01%	947
2016 Q4	$4K	Buy	+73	New	+$4K	﹤0.01%	940