National Wealth Management Group’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 | $593K | Buy |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $255K | Buy |
|