Mutual Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Mutual Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.65M	Buy	43,389 +16,319	+60%	+$1.37M	0.09%	215
2025 Q1	$2.19M	Buy	27,070 +1,648	+6%	+$134K	0.06%	271
2024 Q4	$1.8M	Sell	25,422 -978	-4%	-$69.1K	0.05%	306
2024 Q3	$1.97M	Sell	26,400 -19,018	-42%	-$1.42M	0.06%	284
2024 Q2	$3.28M	Buy	45,418 +3,462	+8%	+$250K	0.1%	193
2024 Q1	$2.97M	Sell	41,956 -156	-0.4%	-$11.1K	0.1%	202
2023 Q4	$2.92M	Buy	42,112 +833	+2%	+$57.8K	0.1%	196
2023 Q3	$2.69M	Buy	41,279 +805	+2%	+$52.5K	0.11%	182
2023 Q2	$2.73M	Buy	40,474 +6,555	+19%	+$442K	0.1%	193
2023 Q1	$2.29M	Buy	33,919 +7,421	+28%	+$502K	0.09%	217
2022 Q4	$1.68M	Sell	26,498 -3,559	-12%	-$226K	0.08%	266
2022 Q3	$1.71M	Buy	30,057 +3,306	+12%	+$189K	0.09%	218
2022 Q2	$1.69M	Sell	26,751 -2,534	-9%	-$160K	0.11%	204
2022 Q1	$2.11M	Sell	29,285 -276	-0.9%	-$19.9K	0.12%	200
2021 Q4	$2.27M	Buy	29,561 +2,552	+9%	+$196K	0.12%	207
2021 Q3	$2.04M	Sell	27,009 -495	-2%	-$37.3K	0.12%	211
2021 Q2	$2.08M	Sell	27,504 -4,181	-13%	-$316K	0.12%	212
2021 Q1	$2.31M	Buy	31,685 +2,887	+10%	+$211K	0.16%	160
2020 Q4	$2.11M	Buy	28,798 +2,947	+11%	+$216K	0.16%	155
2020 Q3	$1.76M	Buy	25,851 +15,580	+152%	+$1.06M	0.15%	161
2020 Q2	$678K	Buy	10,271 +5,081	+98%	+$335K	0.07%	300
2020 Q1	$322K	Buy	5,190 +1,097	+27%	+$68.1K	0.04%	379
2019 Q4	$305K	Sell	4,093 -883	-18%	-$65.8K	0.03%	455
2019 Q3	$365K	Sell	4,976 -240	-5%	-$17.6K	0.05%	377
2019 Q2	$379K	Buy	5,216 +1,221	+31%	+$88.7K	0.05%	387
2019 Q1	$288K	Buy	+3,995	New	+$288K	0.04%	374
2018 Q4	–	Sell	-3,301	Closed	-$240K	–	444
2018 Q3	$240K	Sell	3,301 -350	-10%	-$25.4K	0.04%	413
2018 Q2	$260K	Sell	3,651 -30	-0.8%	-$2.14K	0.06%	357
2018 Q1	$271K	Buy	3,681 +583	+19%	+$42.9K	0.07%	328
2017 Q4	$226K	Buy	+3,098	New	+$226K	0.09%	256