Larson Financial Group’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 | $52.4K | Sell |
623
-339
| -35% | -$28.5K | ﹤0.01% | 1049 |
|
|
2025
Q1 | $74.9K | Hold |
962
| – | – | ﹤0.01% | 871 |
|
|
2024
Q4 | $68K | Buy |
962
+266
| +38% | +$18.8K | ﹤0.01% | 807 |
|
|
2024
Q3 | $53.4K | Sell |
696
-87
| -11% | -$6.68K | ﹤0.01% | 879 |
|
|
2024
Q2 | $54.3K | Sell |
783
-25
| -3% | -$1.73K | ﹤0.01% | 789 |
|
|
2024
Q1 | $57.3K | Sell |
808
-141
| -15% | -$9.99K | ﹤0.01% | 657 |
|
|
2023
Q4 | $65.8K | Sell |
949
-96
| -9% | -$6.65K | 0.01% | 576 |
|
|
2023
Q3 | $68.2K | Sell |
1,045
-43
| -4% | -$2.81K | 0.01% | 534 |
|
|
2023
Q2 | $73.5K | Sell |
1,088
-1,512
| -58% | -$102K | 0.01% | 474 |
|
|
2023
Q1 | $176K | Buy |
2,600
+453
| +21% | +$30.6K | 0.02% | 333 |
|
|
2022
Q4 | $137K | Buy |
2,147
+1,032
| +93% | +$65.6K | 0.02% | 361 |
|
|
2022
Q3 | $64K | Hold |
1,115
| – | – | 0.01% | 419 |
|
|
2022
Q2 | $71K | Buy |
1,115
+11
| +1% | +$700 | 0.01% | 299 |
|
|
2022
Q1 | $80K | Sell |
1,104
-119
| -10% | -$8.62K | 0.01% | 304 |
|
|
2021
Q4 | $94K | Sell |
1,223
-4
| -0.3% | -$307 | 0.01% | 282 |
|
|
2021
Q3 | $92K | Buy |
1,227
+50
| +4% | +$3.75K | 0.02% | 214 |
|
|
2021
Q2 | $89K | Sell |
1,177
-64
| -5% | -$4.84K | 0.02% | 199 |
|
|
2021
Q1 | $91K | Buy |
1,241
+62
| +5% | +$4.55K | 0.03% | 178 |
|
|
2020
Q4 | $87K | Buy |
1,179
+399
| +51% | +$29.4K | 0.03% | 150 |
|
|
2020
Q3 | $53K | Buy |
780
+710
| +1,014% | +$48.2K | 0.02% | 188 |
|
|
2020
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $4K | Buy |
70
+50
| +250% | +$2.86K | ﹤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 | +$1K | ﹤0.01% | 401 |
|