Sowell Financial Services’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
Q3 | $275K | Sell |
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|
2025
Q2 | $274K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $885K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $665K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $762K | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.88M | Sell |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $1.86M | Sell |
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|
2020
Q1 | $4.54M | Buy |
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|
2019
Q4 | $1.88M | Buy |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.92M | Buy |
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