JJBC
James J. Burns & Company’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 | $363K | Buy |
4,316
+77
| +2% | +$6.47K | 0.06% | 104 |
|
|
2025
Q1 | $330K | Sell |
4,239
-5
| -0.1% | -$390 | 0.06% | 108 |
|
|
2024
Q4 | $300K | Buy |
4,244
+49
| +1% | +$3.46K | 0.05% | 115 |
|
|
2024
Q3 | $322K | Buy |
4,195
+188
| +5% | +$14.4K | 0.06% | 102 |
|
|
2024
Q2 | $278K | Buy |
4,007
+798
| +25% | +$55.4K | 0.05% | 105 |
|
|
2024
Q1 | $225K | Sell |
3,209
-716
| -18% | -$50.2K | 0.08% | 82 |
|
|
2023
Q4 | $273K | Sell |
3,925
-302
| -7% | -$21K | 0.07% | 100 |
|
|
2023
Q3 | $276K | Hold |
4,227
| – | – | 0.07% | 89 |
|
|
2023
Q2 | $286K | Buy |
4,227
+80
| +2% | +$5.41K | 0.07% | 89 |
|
|
2023
Q1 | $281K | Buy |
4,147
+955
| +30% | +$64.7K | 0.07% | 93 |
|
|
2022
Q4 | $203K | Buy |
+3,192
| New | +$203K | 0.08% | 78 |
|