Kingswood 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 | $388K | Sell |
4,616
-716
| -13% | -$60.2K | 0.03% | 491 |
|
|
2025
Q1 | $416K | Sell |
5,332
-6,302
| -54% | -$491K | 0.04% | 445 |
|
|
2024
Q4 | $823K | Buy |
11,634
+3,079
| +36% | +$218K | 0.06% | 314 |
|
|
2024
Q3 | $657K | Buy |
8,555
+54
| +0.6% | +$4.15K | 0.05% | 386 |
|
|
2024
Q2 | $590K | Buy |
8,501
+847
| +11% | +$58.7K | 0.05% | 349 |
|
|
2024
Q1 | $543K | Sell |
7,654
-943
| -11% | -$66.8K | 0.06% | 327 |
|
|
2023
Q4 | $596K | Buy |
+8,597
| New | +$596K | 0.07% | 303 |
|
|
2023
Q3 | – | Sell |
-5,736
| Closed | -$387K | – | 443 |
|
|
2023
Q2 | $387K | Buy |
+5,736
| New | +$387K | 0.12% | 167 |
|