Sequoia Financial Advisors’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 | $1.94M | Sell |
23,128
-11,611
| -33% | -$976K | 0.01% | 481 |
|
|
2025
Q1 | $2.71M | Sell |
34,739
-12,674
| -27% | -$988K | 0.02% | 377 |
|
|
2024
Q4 | $3.35M | Buy |
47,413
+44,040
| +1,306% | +$3.11M | 0.03% | 310 |
|
|
2024
Q3 | $259K | Buy |
3,373
+278
| +9% | +$21.3K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $215K | Sell |
3,095
-465
| -13% | -$32.3K | ﹤0.01% | 1068 |
|
|
2024
Q1 | $252K | Sell |
3,560
-29
| -0.8% | -$2.06K | ﹤0.01% | 934 |
|
|
2023
Q4 | $249K | Buy |
3,589
+97
| +3% | +$6.73K | ﹤0.01% | 1006 |
|
|
2023
Q3 | $228K | Buy |
3,492
+152
| +5% | +$9.92K | ﹤0.01% | 804 |
|
|
2023
Q2 | $225K | Sell |
3,340
-400
| -11% | -$27K | ﹤0.01% | 813 |
|
|
2023
Q1 | $253K | Hold |
3,740
| – | – | 0.01% | 685 |
|
|
2022
Q4 | $238K | Buy |
3,740
+160
| +4% | +$10.2K | 0.01% | 663 |
|
|
2022
Q3 | $204K | Sell |
3,580
-187
| -5% | -$10.7K | 0.01% | 487 |
|
|
2022
Q2 | $239K | Buy |
3,767
+27
| +0.7% | +$1.71K | 0.01% | 502 |
|
|
2022
Q1 | $270K | Buy |
3,740
+160
| +4% | +$11.6K | 0.01% | 530 |
|
|
2021
Q4 | $275K | Buy |
+3,580
| New | +$275K | 0.01% | 460 |
|
|
2017
Q1 | – | Sell |
-11,268
| Closed | -$690K | – | 293 |
|
|
2016
Q4 | $690K | Sell |
11,268
-2,289
| -17% | -$140K | 0.1% | 119 |
|
|
2016
Q3 | $917K | Buy |
13,557
+2,535
| +23% | +$171K | 0.17% | 85 |
|
|
2016
Q2 | $732K | Buy |
+11,022
| New | +$732K | 0.21% | 87 |
|