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 |
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|
2024
Q4 | $499K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $420K | Hold |
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|
2021
Q3 | $411K | Buy |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $398K | Hold |
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|
2020
Q4 | $400K | Hold |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $527K | Sell |
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|
2020
Q1 | $798K | Sell |
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|
2019
Q4 | $3M | Buy |
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|
2019
Q3 | $2.92M | Sell |
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|
2019
Q2 | $2.94M | Buy |
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|
2019
Q1 | $2.66M | Buy |
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|
2018
Q4 | $2.37M | Buy |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $1.2M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.05M | Hold |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $980K | Hold |
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|
2016
Q4 | $907K | Sell |
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|
2016
Q3 | $1.27M | Hold |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.24M | Sell |
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|
2015
Q4 | $1.25M | Sell |
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|
2015
Q3 | $1.49M | Sell |
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|
2015
Q2 | $3.02M | Buy |
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|
2015
Q1 | $256K | Buy |
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