Peak Financial Management’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
Q3 | $248K | Sell |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $348K | Hold |
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|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $808K | Sell |
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|
2023
Q2 | $7.13M | Sell |
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|
2023
Q1 | $7.54M | Buy |
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|
2022
Q4 | $7.02M | Sell |
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|
2022
Q3 | $6.77M | Sell |
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|
2022
Q2 | $7.96M | Sell |
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|
2022
Q1 | $9.44M | Sell |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $10.1M | Buy |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $9.24M | Sell |
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|
2020
Q2 | $9.17M | Sell |
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|
2020
Q1 | $9.72M | Sell |
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|
2019
Q4 | $13.5M | Sell |
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|
2019
Q3 | $13.3M | Buy |
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|
2019
Q2 | $12.9M | Sell |
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|
2019
Q1 | $12.9M | Sell |
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|
2018
Q4 | $11.9M | Sell |
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|
2018
Q3 | $13.3M | Sell |
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|
2018
Q2 | $13.3M | Sell |
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|
2018
Q1 | $14.1M | Sell |
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|
2017
Q4 | $18.5M | Sell |
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|
2017
Q3 | $18.3M | Sell |
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|
2017
Q2 | $18.3M | Buy |
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|
2017
Q1 | $17.4M | Buy |
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|
2016
Q4 | $16M | Sell |
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|
2016
Q3 | $18.4M | Buy |
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|
2016
Q2 | $13.9M | Buy |
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|
2015
Q4 | $13.9M | Buy |
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