Lido 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 | $1.08M | Sell |
12,856
-846
| -6% | -$71.1K | ﹤0.01% | 733 |
|
|
2025
Q1 | $1.07M | Buy |
13,702
+376
| +3% | +$29.3K | ﹤0.01% | 705 |
|
|
2024
Q4 | $942K | Buy |
13,326
+815
| +7% | +$57.6K | ﹤0.01% | 726 |
|
|
2024
Q3 | $960K | Buy |
12,511
+100
| +0.8% | +$7.67K | ﹤0.01% | 661 |
|
|
2024
Q2 | $861K | Buy |
12,411
+60
| +0.5% | +$4.16K | ﹤0.01% | 657 |
|
|
2024
Q1 | $875K | Buy |
12,351
+522
| +4% | +$37K | 0.01% | 646 |
|
|
2023
Q4 | $820K | Buy |
11,829
+2,155
| +22% | +$149K | 0.01% | 621 |
|
|
2023
Q3 | $631K | Buy |
9,674
+1,008
| +12% | +$65.7K | ﹤0.01% | 614 |
|
|
2023
Q2 | $585K | Buy |
8,666
+2,006
| +30% | +$135K | ﹤0.01% | 618 |
|
|
2023
Q1 | $451K | Buy |
+6,660
| New | +$451K | ﹤0.01% | 646 |
|
|
2020
Q1 | – | Sell |
-6,177
| Closed | -$460K | – | 541 |
|
|
2019
Q4 | $460K | Buy |
6,177
+27
| +0.4% | +$2.01K | 0.02% | 361 |
|
|
2019
Q3 | $451K | Buy |
6,150
+882
| +17% | +$64.7K | 0.02% | 314 |
|
|
2019
Q2 | $382K | Sell |
5,268
-939
| -15% | -$68.1K | 0.02% | 330 |
|
|
2019
Q1 | $446K | Buy |
+6,207
| New | +$446K | 0.03% | 279 |
|