Mosaic Family Wealth Partners’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
Q2 | $836K | Buy |
|
|||||
|
2025
Q1 | $774K | Hold |
|
|||||
|
2024
Q4 | $702K | Buy |
|
|||||
|
2024
Q3 | $760K | Sell |
|
|||||
|
2024
Q2 | $734K | Sell |
|
|||||
|
2024
Q1 | $781K | Buy |
|
|||||
|
2023
Q4 | $710K | Sell |
|
|||||
|
2023
Q3 | $742K | Hold |
|
|||||
|
2023
Q2 | $768K | Sell |
|
|||||
|
2023
Q1 | $806K | Buy |
|
|||||
|
2022
Q4 | $521K | Buy |
|