Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.66M | Sell |
40,039
-1,297
| -3% | -$117K | 0.08% | 246 |
|
|
2025
Q4 | $3.57M | Sell |
41,336
-224
| -0.5% | -$19.1K | 0.08% | 245 |
|
|
2025
Q3 | $3.56M | Sell |
41,560
-1,829
| -4% | -$154K | 0.08% | 241 |
|
|
2025
Q2 | $3.65M | Buy |
43,389
+16,319
| +60% | +$1.34M | 0.09% | 215 |
|
|
2025
Q1 | $2.19M | Buy |
27,070
+1,648
| +6% | +$123K | 0.06% | 271 |
|
|
2024
Q4 | $1.8M | Sell |
25,422
-978
| -4% | -$72K | 0.05% | 306 |
|
|
2024
Q3 | $1.97M | Sell |
26,400
-19,018
| -42% | -$1.4M | 0.06% | 284 |
|
|
2024
Q2 | $3.28M | Buy |
45,418
+3,462
| +8% | +$243K | 0.1% | 193 |
|
|
2024
Q1 | $2.97M | Sell |
41,956
-156
| -0.4% | -$10.9K | 0.1% | 202 |
|
|
2023
Q4 | $2.92M | Buy |
42,112
+833
| +2% | +$55.2K | 0.1% | 196 |
|
|
2023
Q3 | $2.69M | Buy |
41,279
+805
| +2% | +$54.1K | 0.11% | 182 |
|
|
2023
Q2 | $2.73M | Buy |
40,474
+6,555
| +19% | +$452K | 0.1% | 193 |
|
|
2023
Q1 | $2.29M | Buy |
33,919
+7,421
| +28% | +$488K | 0.09% | 217 |
|
|
2022
Q4 | $1.68M | Sell |
26,498
-3,559
| -12% | -$217K | 0.08% | 266 |
|
|
2022
Q3 | $1.71M | Buy |
30,057
+3,306
| +12% | +$207K | 0.09% | 219 |
|
|
2022
Q2 | $1.69M | Sell |
26,751
-2,534
| -9% | -$170K | 0.11% | 205 |
|
|
2022
Q1 | $2.11M | Sell |
29,285
-276
| -0.9% | -$20K | 0.12% | 201 |
|
|
2021
Q4 | $2.27M | Buy |
29,561
+2,552
| +9% | +$195K | 0.12% | 208 |
|
|
2021
Q3 | $2.04M | Sell |
27,009
-495
| -2% | -$38.4K | 0.12% | 212 |
|
|
2021
Q2 | $2.08M | Sell |
27,504
-4,181
| -13% | -$315K | 0.12% | 213 |
|
|
2021
Q1 | $2.31M | Buy |
31,685
+2,887
| +10% | +$212K | 0.16% | 161 |
|
|
2020
Q4 | $2.11M | Buy |
28,798
+2,947
| +11% | +$208K | 0.16% | 156 |
|
|
2020
Q3 | $1.76M | Buy |
25,851
+15,580
| +152% | +$1.06M | 0.15% | 161 |
|
|
2020
Q2 | $678K | Buy |
10,271
+5,081
| +98% | +$330K | 0.07% | 300 |
|
|
2020
Q1 | $322K | Buy |
5,190
+1,097
| +27% | +$77.1K | 0.04% | 379 |
|
|
2019
Q4 | $305K | Sell |
4,093
-883
| -18% | -$65.8K | 0.03% | 455 |
|
|
2019
Q3 | $365K | Sell |
4,976
-240
| -5% | -$17.4K | 0.05% | 377 |
|
|
2019
Q2 | $379K | Buy |
5,216
+1,221
| +31% | +$87.8K | 0.05% | 387 |
|
|
2019
Q1 | $288K | Buy |
+3,995
| New | +$280K | 0.04% | 374 |
|
|
2018
Q4 | – | Sell |
-3,301
| Closed | -$240K | – | 444 |
|
|
2018
Q3 | $240K | Sell |
3,301
-350
| -10% | -$25.2K | 0.04% | 413 |
|
|
2018
Q2 | $260K | Sell |
3,651
-30
| -0.8% | -$2.21K | 0.06% | 357 |
|
|
2018
Q1 | $271K | Buy |
3,681
+583
| +19% | +$43K | 0.07% | 328 |
|
|
2017
Q4 | $226K | Buy |
+3,098
| New | +$223K | 0.09% | 256 |
|
Other funds holding EFAV
WBG
SAM