Sequoia Financial Advisors’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
Q2 | $1.94M | Sell |
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|
2025
Q1 | $2.71M | Sell |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $259K | Buy |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $690K | Sell |
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|
2016
Q3 | $917K | Buy |
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|
2016
Q2 | $732K | Buy |
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