SPA
Shore Point 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 | $3.2M | Sell |
38,103
-463
| -1% | -$38.9K | 1.54% | 14 |
|
|
2025
Q1 | $3.01M | Sell |
38,566
-1,204
| -3% | -$93.8K | 1.59% | 14 |
|
|
2024
Q4 | $2.81M | Buy |
39,770
+923
| +2% | +$65.3K | 1.51% | 13 |
|
|
2024
Q3 | $2.98M | Sell |
38,847
-422
| -1% | -$32.4K | 1.6% | 12 |
|
|
2024
Q2 | $2.72M | Buy |
39,269
+896
| +2% | +$62.1K | 1.55% | 13 |
|
|
2024
Q1 | $2.72M | Sell |
38,373
-403
| -1% | -$28.6K | 1.55% | 14 |
|
|
2023
Q4 | $2.69M | Sell |
38,776
-8,348
| -18% | -$579K | 1.67% | 14 |
|
|
2023
Q3 | $3.07M | Sell |
47,124
-316
| -0.7% | -$20.6K | 2.22% | 14 |
|
|
2023
Q2 | $3.2M | Buy |
47,440
+285
| +0.6% | +$19.2K | 2.28% | 15 |
|
|
2023
Q1 | $3.19M | Sell |
47,155
-1,004
| -2% | -$67.9K | 2.42% | 14 |
|
|
2022
Q4 | $3.06M | Buy |
48,159
+1,604
| +3% | +$102K | 2.52% | 13 |
|
|
2022
Q3 | $2.65M | Buy |
46,555
+625
| +1% | +$35.6K | 2.59% | 13 |
|
|
2022
Q2 | $2.91M | Buy |
45,930
+2,557
| +6% | +$162K | 2.72% | 13 |
|
|
2022
Q1 | $3.13M | Buy |
43,373
+2,837
| +7% | +$205K | 2.72% | 12 |
|
|
2021
Q4 | $3.11M | Buy |
+40,536
| New | +$3.11M | 2.59% | 12 |
|