Larson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50K | Sell |
548
-273
| -33% | -$24.7K | ﹤0.01% | 1350 |
|
|
2025
Q4 | $70.8K | Sell |
821
-61
| -7% | -$5.21K | ﹤0.01% | 1070 |
|
|
2025
Q3 | $74.8K | Buy |
882
+259
| +42% | +$21.9K | ﹤0.01% | 1011 |
|
|
2025
Q2 | $52.4K | Sell |
623
-339
| -35% | -$27.7K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $74.9K | Hold |
962
| – | – | ﹤0.01% | 876 |
|
|
2024
Q4 | $68K | Buy |
962
+266
| +38% | +$19.6K | ﹤0.01% | 811 |
|
|
2024
Q3 | $53.4K | Sell |
696
-87
| -11% | -$6.43K | ﹤0.01% | 887 |
|
|
2024
Q2 | $54.3K | Sell |
783
-25
| -3% | -$1.75K | ﹤0.01% | 791 |
|
|
2024
Q1 | $57.3K | Sell |
808
-141
| -15% | -$9.81K | ﹤0.01% | 658 |
|
|
2023
Q4 | $65.8K | Sell |
949
-96
| -9% | -$6.36K | 0.01% | 577 |
|
|
2023
Q3 | $68.2K | Sell |
1,045
-43
| -4% | -$2.89K | 0.01% | 534 |
|
|
2023
Q2 | $73.5K | Sell |
1,088
-1,512
| -58% | -$104K | 0.01% | 474 |
|
|
2023
Q1 | $176K | Buy |
2,600
+453
| +21% | +$29.8K | 0.02% | 333 |
|
|
2022
Q4 | $137K | Buy |
2,147
+1,032
| +93% | +$63K | 0.02% | 361 |
|
|
2022
Q3 | $64K | Hold |
1,115
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $71K | Buy |
1,115
+11
| +1% | +$739 | 0.01% | 299 |
|
|
2022
Q1 | $80K | Sell |
1,104
-119
| -10% | -$8.64K | 0.01% | 304 |
|
|
2021
Q4 | $94K | Sell |
1,223
-4
| -0.3% | -$305 | 0.01% | 282 |
|
|
2021
Q3 | $92K | Buy |
1,227
+50
| +4% | +$3.88K | 0.02% | 214 |
|
|
2021
Q2 | $89K | Sell |
1,177
-64
| -5% | -$4.82K | 0.02% | 199 |
|
|
2021
Q1 | $91K | Buy |
1,241
+62
| +5% | +$4.55K | 0.03% | 178 |
|
|
2020
Q4 | $87K | Buy |
1,179
+399
| +51% | +$28.1K | 0.03% | 150 |
|
|
2020
Q3 | $53K | Buy |
780
+710
| +1,014% | +$48.3K | 0.02% | 188 |
|
|
2020
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $4K | Buy |
70
+50
| +250% | +$3.51K | ﹤0.01% | 386 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 500 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 478 |
|
|
2019
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 431 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 426 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1.37K | ﹤0.01% | 401 |
|
Other funds holding EFAV
WBG
SAM