Sound Income Strategies’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 | $11.6K | Sell |
138
-42
| -23% | -$3.54K | ﹤0.01% | 903 |
|
|
2025
Q1 | $14.1K | Buy |
180
+62
| +53% | +$4.84K | ﹤0.01% | 809 |
|
|
2024
Q4 | $8.37K | Sell |
118
-69
| -37% | -$4.89K | ﹤0.01% | 879 |
|
|
2024
Q3 | $14.4K | Hold |
187
| – | – | ﹤0.01% | 710 |
|
|
2024
Q2 | $13K | Sell |
187
-213
| -53% | -$14.8K | ﹤0.01% | 721 |
|
|
2024
Q1 | $28.4K | Buy |
400
+213
| +114% | +$15.1K | ﹤0.01% | 533 |
|
|
2023
Q4 | $13K | Sell |
187
-28
| -13% | -$1.94K | ﹤0.01% | 677 |
|
|
2023
Q3 | $14K | Buy |
215
+28
| +15% | +$1.83K | ﹤0.01% | 510 |
|
|
2023
Q2 | $12.6K | Sell |
187
-710
| -79% | -$47.9K | ﹤0.01% | 527 |
|
|
2023
Q1 | $60.7K | Buy |
897
+382
| +74% | +$25.8K | 0.01% | 262 |
|
|
2022
Q4 | $32.7K | Hold |
515
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $29K | Buy |
515
+107
| +26% | +$6.03K | ﹤0.01% | 303 |
|
|
2022
Q2 | $26K | Buy |
408
+221
| +118% | +$14.1K | ﹤0.01% | 309 |
|
|
2022
Q1 | $13K | Hold |
187
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $14K | Hold |
187
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $14K | Hold |
187
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $14K | Buy |
187
+118
| +171% | +$8.83K | ﹤0.01% | 413 |
|
|
2021
Q1 | $5.04K | Hold |
69
| – | – | ﹤0.01% | 616 |
|
|
2020
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 576 |
|
|
2020
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 499 |
|
|
2020
Q1 | $4K | Hold |
69
| – | – | ﹤0.01% | 480 |
|
|
2019
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 429 |
|
|
2018
Q4 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 432 |
|