Monterey Private Wealth’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
Q1 | $2.11M | Hold |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.69M | Hold |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $4.54M | Sell |
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|
2021
Q3 | $4.71M | Sell |
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|
2021
Q2 | $8.56M | Sell |
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|
2021
Q1 | $13.6M | Sell |
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|
2020
Q4 | $22.4M | Sell |
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|
2020
Q3 | $21.4M | Sell |
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|
2020
Q2 | $20.9M | Sell |
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|
2020
Q1 | $21.6M | Buy |
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|
2019
Q4 | $23.5M | Buy |
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