JMG Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $422K | Hold |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $440K | Hold |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $427K | Hold |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $463K | Hold |
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|
2020
Q2 | $449K | Hold |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $538K | Hold |
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|
2019
Q3 | $529K | Hold |
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|
2019
Q2 | $524K | Buy |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $458K | Hold |
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|
2018
Q3 | $500K | Sell |
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|
2018
Q2 | $856K | Sell |
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|
2018
Q1 | $1.24M | Hold |
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|
2017
Q4 | $1.22M | Sell |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.8M | Sell |
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|
2017
Q1 | $1.75M | Sell |
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|
2016
Q4 | $1.99M | Buy |
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|
2016
Q3 | $2.17M | Sell |
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|
2016
Q2 | $2.39M | Buy |
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|
2016
Q1 | $2.22M | Sell |
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|
2015
Q4 | $2.42M | Buy |
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|
2015
Q3 | $2M | Sell |
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|
2015
Q2 | $2.61M | Sell |
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|
2015
Q1 | $2.66M | Sell |
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|
2014
Q4 | $2.54M | Buy |
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|
2014
Q3 | $2.47M | Sell |
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|
2014
Q2 | $2.63M | Buy |
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|
2014
Q1 | $2.5M | Sell |
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|
2013
Q4 | $2.75M | Buy |
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|
2013
Q3 | $2.72M | Sell |
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|
2013
Q2 | $2.57M | Buy |
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