Jones Financial Companies’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 | $11.7M | Buy |
139,848
+43,677
| +45% | +$3.65M | 0.01% | 335 |
|
|
2025
Q1 | $7.53M | Buy |
96,171
+18,739
| +24% | +$1.47M | 0.01% | 355 |
|
|
2024
Q4 | $5.48M | Buy |
77,432
+41,740
| +117% | +$2.95M | 0.01% | 347 |
|
|
2024
Q3 | $2.75M | Buy |
35,692
+26,216
| +277% | +$2.02M | ﹤0.01% | 384 |
|
|
2024
Q2 | $657K | Buy |
+9,476
| New | +$657K | ﹤0.01% | 499 |
|
|
2021
Q2 | – | Sell |
-64
| Closed | -$5K | – | 671 |
|
|
2021
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 501 |
|