JFS Wealth Advisors’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 | $15.1K | Hold |
180
| – | – | ﹤0.01% | 726 |
|
|
2025
Q1 | $14K | Hold |
180
| – | – | ﹤0.01% | 767 |
|
|
2024
Q4 | $12.7K | Hold |
180
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $13.8K | Hold |
180
| – | – | ﹤0.01% | 741 |
|
|
2024
Q2 | $12.5K | Hold |
180
| – | – | ﹤0.01% | 725 |
|
|
2024
Q1 | $12.8K | Hold |
180
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $12.5K | Hold |
180
| – | – | ﹤0.01% | 709 |
|
|
2023
Q3 | $11.7K | Hold |
180
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $12.2K | Hold |
180
| – | – | ﹤0.01% | 675 |
|
|
2023
Q1 | $12.2K | Hold |
180
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $11.4K | Buy |
+180
| New | +$11.4K | ﹤0.01% | 660 |
|
|
2022
Q3 | – | Sell |
-146
| Closed | -$9K | – | 1787 |
|
|
2022
Q2 | $9K | Hold |
146
| – | – | ﹤0.01% | 790 |
|
|
2022
Q1 | $11K | Hold |
146
| – | – | ﹤0.01% | 758 |
|
|
2021
Q4 | $11K | Hold |
146
| – | – | ﹤0.01% | 673 |
|
|
2021
Q3 | $11K | Buy |
+146
| New | +$11K | ﹤0.01% | 626 |
|
|
2016
Q3 | – | Sell |
-108
| Closed | -$7K | – | 492 |
|
|
2016
Q2 | $7K | Sell |
108
-6
| -5% | -$389 | ﹤0.01% | 411 |
|
|
2016
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 413 |
|
|
2015
Q4 | $7K | Hold |
114
| – | – | ﹤0.01% | 428 |
|
|
2015
Q3 | $7K | Buy |
+114
| New | +$7K | ﹤0.01% | 375 |
|
|
2015
Q1 | – | Sell |
-315
| Closed | -$19K | – | 523 |
|
|
2014
Q4 | $19K | Sell |
315
-1,386
| -81% | -$83.6K | ﹤0.01% | 292 |
|
|
2014
Q3 | $107K | Buy |
1,701
+1,295
| +319% | +$81.5K | 0.02% | 120 |
|
|
2014
Q2 | $27K | Buy |
+406
| New | +$27K | ﹤0.01% | 236 |
|