NewEdge Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
4,065
+2
| +0% | +$168 | 0.01% | 798 |
|
|
2025
Q1 | $317K | Buy |
4,063
+243
| +6% | +$18.9K | 0.01% | 763 |
|
|
2024
Q4 | $270K | Sell |
3,820
-314
| -8% | -$22.2K | ﹤0.01% | 795 |
|
|
2024
Q3 | $317K | Sell |
4,134
-351
| -8% | -$26.9K | 0.01% | 712 |
|
|
2024
Q2 | $311K | Hold |
4,485
| – | – | 0.01% | 637 |
|
|
2024
Q1 | $314K | Hold |
4,485
| – | – | 0.01% | 654 |
|
|
2023
Q4 | $311K | Buy |
4,485
+1,233
| +38% | +$85.5K | 0.01% | 614 |
|
|
2023
Q3 | $212K | Sell |
3,252
-160
| -5% | -$10.4K | 0.01% | 609 |
|
|
2023
Q2 | $230K | Buy |
+3,412
| New | +$230K | 0.01% | 581 |
|