Perigon Wealth 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 | $965K | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $984K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $171K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $64K | Hold |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $61K | Hold |
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|
2017
Q1 | $58K | Hold |
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|
2016
Q4 | $56K | Hold |
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|
2016
Q3 | $59K | Buy |
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