PDS Planning’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
Q2 | $246K | Hold |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $746K | Buy |
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|
2021
Q4 | $755K | Buy |
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|
2021
Q3 | $735K | Sell |
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|
2021
Q2 | $745K | Buy |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $734K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $991K | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $799K | Buy |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $440K | Buy |
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