New England Private Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

New England Private Wealth Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity

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