Shira Ridge Wealth Management’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 | $988K | Buy |
11,755
+65
| +0.6% | +$5.46K | 0.45% | 34 |
|
|
2025
Q1 | $911K | Buy |
11,690
+5
| +0% | +$390 | 0.45% | 34 |
|
|
2024
Q4 | $826K | Sell |
11,685
-301
| -3% | -$21.3K | 0.4% | 35 |
|
|
2024
Q3 | $919K | Sell |
11,986
-469
| -4% | -$36K | 0.47% | 33 |
|
|
2024
Q2 | $864K | Sell |
12,455
-242
| -2% | -$16.8K | 0.48% | 33 |
|
|
2024
Q1 | $900K | Buy |
12,697
+260
| +2% | +$18.4K | 0.52% | 31 |
|
|
2023
Q4 | $862K | Sell |
12,437
-1,221
| -9% | -$84.7K | 0.52% | 33 |
|
|
2023
Q3 | $891K | Buy |
13,658
+567
| +4% | +$37K | 0.59% | 30 |
|
|
2023
Q2 | $884K | Sell |
13,091
-57
| -0.4% | -$3.85K | 0.55% | 29 |
|
|
2023
Q1 | $889K | Buy |
13,148
+42
| +0.3% | +$2.84K | 0.59% | 28 |
|
|
2022
Q4 | $833K | Buy |
+13,106
| New | +$833K | 0.57% | 28 |
|