Sage Mountain Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
5,854
-2,255
| -28% | -$190K | 0.03% | 243 |
|
|
2025
Q1 | $632K | Hold |
8,109
| – | – | 0.05% | 186 |
|
|
2024
Q4 | $573K | Buy |
8,109
+2,255
| +39% | +$159K | 0.04% | 187 |
|
|
2024
Q3 | $449K | Hold |
5,854
| – | – | 0.04% | 219 |
|
|
2024
Q2 | $406K | Hold |
5,854
| – | – | 0.04% | 203 |
|
|
2024
Q1 | $415K | Buy |
5,854
+2,104
| +56% | +$149K | 0.04% | 186 |
|
|
2023
Q4 | $260K | Buy |
+3,750
| New | +$260K | 0.03% | 223 |
|
|
2022
Q1 | – | Sell |
-19,590
| Closed | -$1.5M | – | 637 |
|
|
2021
Q4 | $1.5M | Buy |
+19,590
| New | +$1.5M | 0.18% | 85 |
|