New England Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,064
| Closed | -$499K | – | 150 |
|
|
2024
Q4 | $499K | Buy |
+7,064
| New | +$520K | 0.08% | 101 |
|
|
2023
Q1 | – | Sell |
-5,543
| Closed | -$352K | – | 108 |
|
|
2022
Q4 | $352K | Buy |
5,543
+3
| +0.1% | +$183 | 0.07% | 83 |
|
|
2022
Q3 | $316K | Buy |
5,540
+6
| +0.1% | +$376 | 0.07% | 82 |
|
|
2022
Q2 | $399K | Hold |
5,534
| – | – | 0.07% | 82 |
|
|
2022
Q1 | $399K | Buy |
5,534
+65
| +1% | +$4.72K | 0.07% | 82 |
|
|
2021
Q4 | $420K | Hold |
5,469
| – | – | 0.07% | 80 |
|
|
2021
Q3 | $411K | Buy |
5,469
+13
| +0.2% | +$1.01K | 0.08% | 79 |
|
|
2021
Q2 | $412K | Hold |
5,456
| – | – | 0.08% | 76 |
|
|
2021
Q1 | $398K | Hold |
5,456
| – | – | 0.07% | 75 |
|
|
2020
Q4 | $400K | Hold |
5,456
| – | – | 0.09% | 65 |
|
|
2020
Q3 | $371K | Sell |
5,456
-2,513
| -32% | -$171K | 0.09% | 66 |
|
|
2020
Q2 | $527K | Sell |
7,969
-4,891
| -38% | -$317K | 0.14% | 58 |
|
|
2020
Q1 | $798K | Sell |
12,860
-27,438
| -68% | -$1.93M | 0.27% | 49 |
|
|
2019
Q4 | $3M | Buy |
40,298
+372
| +0.9% | +$27.7K | 0.78% | 28 |
|
|
2019
Q3 | $2.92M | Sell |
39,926
-482
| -1% | -$34.9K | 0.71% | 29 |
|
|
2019
Q2 | $2.94M | Buy |
40,408
+3,539
| +10% | +$254K | 0.71% | 31 |
|
|
2019
Q1 | $2.66M | Buy |
36,869
+1,397
| +4% | +$97.9K | 0.69% | 29 |
|
|
2018
Q4 | $2.37M | Buy |
35,472
+16,495
| +87% | +$1.13M | 0.69% | 32 |
|
|
2018
Q3 | $1.38M | Buy |
18,977
+1,296
| +7% | +$93.5K | 0.37% | 49 |
|
|
2018
Q2 | $1.26M | Buy |
17,681
+1,440
| +9% | +$106K | 0.35% | 51 |
|
|
2018
Q1 | $1.2M | Buy |
16,241
+1,378
| +9% | +$102K | 0.34% | 51 |
|
|
2017
Q4 | $1.09M | Buy |
14,863
+15
| +0.1% | +$1.08K | 0.31% | 51 |
|
|
2017
Q3 | $1.05M | Hold |
14,848
| – | – | 0.31% | 52 |
|
|
2017
Q2 | $1.03M | Buy |
14,848
+53
| +0.4% | +$3.65K | 0.32% | 54 |
|
|
2017
Q1 | $980K | Hold |
14,795
| – | – | 0.31% | 52 |
|
|
2016
Q4 | $907K | Sell |
14,795
-4,027
| -21% | -$255K | 0.32% | 53 |
|
|
2016
Q3 | $1.27M | Hold |
18,822
| – | – | 0.46% | 45 |
|
|
2016
Q2 | $1.25M | Buy |
18,822
+107
| +0.6% | +$7.15K | 0.48% | 44 |
|
|
2016
Q1 | $1.24M | Sell |
18,715
-620
| -3% | -$39.5K | 0.51% | 44 |
|
|
2015
Q4 | $1.25M | Sell |
19,335
-4,542
| -19% | -$296K | 0.5% | 43 |
|
|
2015
Q3 | $1.49M | Sell |
23,877
-22,310
| -48% | -$1.45M | 0.64% | 37 |
|
|
2015
Q2 | $3.02M | Buy |
46,187
+42,305
| +1,090% | +$2.87M | 1.15% | 26 |
|
|
2015
Q1 | $256K | Buy |
+3,882
| New | +$251K | 0.1% | 85 |
|
Other funds holding EFAV
WBG
SAM
New England Private Wealth Advisors's EFAV Position: Q1 2025 in Review
New England Private Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 7,064 shares — an estimated $499K sold.
New England Private Wealth Advisors first reported a position in EFAV in Q1 2015 and held it in 33 quarters. The position peaked at $3.02M in Q2 2015. 485 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.
- New England Private Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
- New England Private Wealth Advisors sold 7,064 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2025, an estimated $499K.
- New England Private Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2015 and held it in 33 quarters.
- New England Private Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.02M in Q2 2015.
- 485 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.
Based on New England Private Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.