IWS
Insight Wealth Strategies’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 | $484K | Buy |
5,737
+42
| +0.7% | +$3.54K | 0.06% | 122 |
|
|
2025
Q1 | $444K | Sell |
5,695
-362
| -6% | -$28.2K | 0.06% | 125 |
|
|
2024
Q4 | $428K | Sell |
6,057
-564
| -9% | -$39.9K | 0.06% | 127 |
|
|
2024
Q3 | $508K | Buy |
6,621
+270
| +4% | +$20.7K | 0.07% | 129 |
|
|
2024
Q2 | $440K | Sell |
6,351
-539
| -8% | -$37.4K | 0.06% | 136 |
|
|
2024
Q1 | $488K | Sell |
6,890
-300,018
| -98% | -$21.3M | 0.07% | 133 |
|
|
2023
Q4 | $21.3M | Sell |
306,908
-13,834
| -4% | -$959K | 3.44% | 9 |
|
|
2023
Q3 | $20.9M | Sell |
320,742
-10,660
| -3% | -$695K | 4.04% | 7 |
|
|
2023
Q2 | $22.4M | Buy |
331,402
+536
| +0.2% | +$36.2K | 4.28% | 7 |
|
|
2023
Q1 | $22.4M | Sell |
330,866
-13,611
| -4% | -$921K | 4.39% | 8 |
|
|
2022
Q4 | $21.9M | Sell |
344,477
-23,415
| -6% | -$1.49M | 4.23% | 11 |
|
|
2022
Q3 | $23.3M | Hold |
367,892
| – | – | 4.33% | 9 |
|
|
2022
Q2 | $23.3M | Buy |
367,892
+1,120
| +0.3% | +$70.9K | 4.33% | 9 |
|
|
2022
Q1 | $26.5M | Buy |
366,772
+6,278
| +2% | +$453K | 3.9% | 9 |
|
|
2021
Q4 | $27.7M | Buy |
360,494
+1,317
| +0.4% | +$101K | 3.94% | 9 |
|
|
2021
Q3 | $27.1M | Buy |
359,177
+120
| +0% | +$9.04K | 3.81% | 9 |
|
|
2021
Q2 | $27.1M | Sell |
359,057
-17,117
| -5% | -$1.29M | 3.85% | 7 |
|
|
2021
Q1 | $27.5M | Buy |
376,174
+149,985
| +66% | +$10.9M | 3.68% | 9 |
|
|
2020
Q4 | $16.6M | Sell |
226,189
-11,818
| -5% | -$868K | 2.82% | 17 |
|
|
2020
Q3 | $16.2M | Buy |
238,007
+43,051
| +22% | +$2.93M | 3.01% | 17 |
|
|
2020
Q2 | $12.9M | Buy |
194,956
+29,682
| +18% | +$1.96M | 2.87% | 15 |
|
|
2020
Q1 | $10.3M | Buy |
165,274
+142,930
| +640% | +$8.87M | 2.73% | 13 |
|
|
2019
Q4 | $1.67M | Buy |
22,344
+16,632
| +291% | +$1.24M | 0.35% | 57 |
|
|
2019
Q3 | $419K | Buy |
5,712
+451
| +9% | +$33.1K | 0.1% | 130 |
|
|
2019
Q2 | $382K | Sell |
5,261
-147,240
| -97% | -$10.7M | 0.09% | 125 |
|
|
2019
Q1 | $11M | Sell |
152,501
-7,225
| -5% | -$520K | 3.07% | 12 |
|
|
2018
Q4 | $10.6M | Buy |
+159,726
| New | +$10.6M | 3.26% | 12 |
|