Lantz Financial’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 | $592K | Hold |
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|
2025
Q1 | $549K | Hold |
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|
2024
Q4 | $498K | Hold |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $545K | Hold |
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|
2024
Q1 | $557K | Sell |
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|
2023
Q4 | $553K | Hold |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $495K | Buy |
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