Mosaic Family Wealth Partners’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 | $836K | Buy |
9,950
+23
| +0.2% | +$1.93K | 0.11% | 94 |
|
|
2025
Q1 | $774K | Hold |
9,927
| – | – | 0.11% | 95 |
|
|
2024
Q4 | $702K | Buy |
9,927
+14
| +0.1% | +$990 | 0.1% | 98 |
|
|
2024
Q3 | $760K | Sell |
9,913
-666
| -6% | -$51.1K | 0.11% | 90 |
|
|
2024
Q2 | $734K | Sell |
10,579
-445
| -4% | -$30.9K | 0.12% | 92 |
|
|
2024
Q1 | $781K | Buy |
11,024
+791
| +8% | +$56.1K | 0.13% | 88 |
|
|
2023
Q4 | $710K | Sell |
10,233
-1,148
| -10% | -$79.6K | 0.12% | 93 |
|
|
2023
Q3 | $742K | Hold |
11,381
| – | – | 0.15% | 86 |
|
|
2023
Q2 | $768K | Sell |
11,381
-530
| -4% | -$35.8K | 0.15% | 86 |
|
|
2023
Q1 | $806K | Buy |
11,911
+3,718
| +45% | +$252K | 0.17% | 76 |
|
|
2022
Q4 | $521K | Buy |
+8,193
| New | +$521K | 0.15% | 97 |
|