RWA Wealth Partners’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 | – | Sell |
-57,459
| Closed | -$4.48M | – | 594 |
|
|
2025
Q1 | $4.48M | Sell |
57,459
-6,470
| -10% | -$504K | 0.06% | 161 |
|
|
2024
Q4 | $4.52M | Sell |
63,929
-2,128
| -3% | -$150K | 0.06% | 156 |
|
|
2024
Q3 | $5.07M | Buy |
+66,057
| New | +$5.07M | 0.06% | 150 |
|
|
2024
Q2 | – | Sell |
-68,342
| Closed | -$4.84M | – | 553 |
|
|
2024
Q1 | $4.84M | Sell |
68,342
-1,542
| -2% | -$109K | 0.07% | 150 |
|
|
2023
Q4 | $4.85M | Buy |
+69,884
| New | +$4.85M | 0.07% | 136 |
|
|
2018
Q3 | – | Sell |
-492
| Closed | -$35K | – | 368 |
|
|
2018
Q2 | $35K | Hold |
492
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $36K | Buy |
+492
| New | +$36K | ﹤0.01% | 370 |
|