KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’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 | $1.09M | Buy |
12,962
+161
| +1% | +$13.5K | 0.44% | 36 |
|
|
2025
Q1 | $1M | Sell |
12,801
-3,886
| -23% | -$304K | 0.45% | 32 |
|
|
2024
Q4 | $1.18M | Sell |
16,687
-3,939
| -19% | -$279K | 0.55% | 31 |
|
|
2024
Q3 | $1.58M | Sell |
20,626
-5,729
| -22% | -$439K | 0.77% | 27 |
|
|
2024
Q2 | $1.83M | Sell |
26,355
-11,046
| -30% | -$766K | 1% | 26 |
|
|
2024
Q1 | $2.65M | Sell |
37,401
-13,811
| -27% | -$979K | 1.59% | 17 |
|
|
2023
Q4 | $3.55M | Buy |
+51,212
| New | +$3.55M | 2.57% | 12 |
|
|
2022
Q4 | $6.6M | Buy |
+103,830
| New | +$6.6M | 5.98% | 8 |
|
|
2021
Q4 | $12.4M | Buy |
+161,128
| New | +$12.4M | 11.39% | 2 |
|