Liberty Wealth Management’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 Q3	–	Sell	-2,905	Closed	-$244K	–	251
2025 Q2	$244K	Buy	+2,905	New	+$238K	0.04%	195
2021 Q4	–	Sell	-2,301	Closed	-$173K	–	428
2021 Q3	$173K	Sell	2,301 -248	-10%	-$19.3K	0.06%	186
2021 Q2	$193K	Buy	2,549 +42	+2%	+$3.16K	0.08%	140
2021 Q1	$183K	Hold	2,507	–	–	0.09%	113
2020 Q4	$183K	Sell	2,507 -534	-18%	-$37.6K	0.09%	112
2020 Q3	$207K	Sell	3,041 -3,898	-56%	-$265K	0.12%	91
2020 Q2	$458K	Buy	6,939 +28	+0.4%	+$1.82K	0.32%	50
2020 Q1	$429K	Hold	6,911	–	–	0.37%	46
2019 Q4	$515K	Buy	6,911 +45	+0.7%	+$3.35K	0.41%	47
2019 Q3	$503K	Hold	6,866	–	–	0.48%	40
2019 Q2	$499K	Buy	6,866 +35	+0.5%	+$2.52K	0.44%	51
2019 Q1	$491K	Hold	6,831	–	–	0.37%	40
2018 Q4	$455K	Buy	+6,831	New	+$469K	0.34%	43