SAG
SageView Advisory Group’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 | $1.66M | Buy |
20,028
+74
| +0.4% | +$6.13K | 0.06% | 165 |
|
|
2025
Q1 | $1.55M | Sell |
19,954
-709
| -3% | -$55.2K | 0.07% | 154 |
|
|
2024
Q4 | $1.46M | Sell |
20,663
-2,262
| -10% | -$160K | 0.06% | 166 |
|
|
2024
Q3 | $1.76M | Sell |
22,925
-248
| -1% | -$19K | 0.09% | 127 |
|
|
2024
Q2 | $1.61M | Buy |
+23,173
| New | +$1.61M | 0.07% | 151 |
|
|
2024
Q1 | – | Sell |
-28,228
| Closed | -$1.95M | – | 579 |
|
|
2023
Q4 | $1.95M | Sell |
28,228
-16,518
| -37% | -$1.14M | 0.08% | 143 |
|
|
2023
Q3 | $2.92M | Sell |
44,746
-12,809
| -22% | -$835K | 0.17% | 81 |
|
|
2023
Q2 | $3.88M | Sell |
57,555
-24,959
| -30% | -$1.68M | 0.22% | 68 |
|
|
2023
Q1 | $5.58M | Sell |
82,514
-82,994
| -50% | -$5.61M | 0.36% | 43 |
|
|
2022
Q4 | $10.5M | Buy |
+165,508
| New | +$10.5M | 0.85% | 22 |
|