Paladin Advisory Group’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 | $103K | Hold |
1,229
| – | – | 0.08% | 112 |
|
|
2025
Q1 | $95.8K | Sell |
1,229
-851
| -41% | -$66.3K | 0.08% | 109 |
|
|
2024
Q4 | $147K | Hold |
2,080
| – | – | 0.11% | 98 |
|
|
2024
Q3 | $160K | Hold |
2,080
| – | – | 0.12% | 96 |
|
|
2024
Q2 | $144K | Hold |
2,080
| – | – | 0.11% | 96 |
|
|
2024
Q1 | $147K | Sell |
2,080
-615
| -23% | -$43.4K | 0.12% | 99 |
|
|
2023
Q4 | $187K | Hold |
2,695
| – | – | 0.15% | 90 |
|
|
2023
Q3 | $176K | Sell |
2,695
-463
| -15% | -$30.2K | 0.15% | 93 |
|
|
2023
Q2 | $213K | Hold |
3,158
| – | – | 0.17% | 90 |
|
|
2023
Q1 | $214K | Buy |
+3,158
| New | +$214K | 0.18% | 91 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 68 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 68 |
|
|
2022
Q2 | – | Sell |
-4,540
| Closed | -$329K | – | 70 |
|
|
2022
Q1 | $329K | Buy |
+4,540
| New | +$329K | 0.27% | 65 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 67 |
|