Spire Wealth Management’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
2026 Q1	$32.3K	Buy	353 +36	+11%	+$3.25K	﹤0.01%	1290
2025 Q4	$27.3K	Buy	317 +61	+24%	+$5.21K	﹤0.01%	1365
2025 Q3	$21.7K	Hold	256	–	–	﹤0.01%	1503
2025 Q2	$21.5K	Sell	256 -138	-35%	-$11.3K	﹤0.01%	1493
2025 Q1	$30.7K	Hold	394	–	–	﹤0.01%	1462
2024 Q4	$27.8K	Sell	394 -1	-0.3%	-$74	﹤0.01%	1507
2024 Q3	$30.3K	Sell	395 -131	-25%	-$9.68K	﹤0.01%	1307
2024 Q2	$36.5K	Sell	526 -3,744	-88%	-$263K	﹤0.01%	1229
2024 Q1	$303K	Sell	4,270 -113	-3%	-$7.86K	0.01%	662
2023 Q4	$301K	Buy	4,383 +2	+0%	+$133	0.01%	646
2023 Q3	$286K	Sell	4,381 -728	-14%	-$48.9K	0.01%	604
2023 Q2	$345K	Sell	5,109 -13	-0.3%	-$896	0.01%	581
2023 Q1	$347K	Sell	5,122 -159	-3%	-$10.5K	0.01%	583
2022 Q4	$336K	Sell	5,281 -201	-4%	-$12.3K	0.02%	437
2022 Q3	$313K	Sell	5,482 -20,068	-79%	-$1.26M	0.02%	428
2022 Q2	$1.62M	Sell	25,550 -6,195	-20%	-$416K	0.07%	239
2022 Q1	$2.29M	Buy	31,745 +838	+3%	+$60.8K	0.06%	248
2021 Q4	$2.37M	Buy	30,907 +2,088	+7%	+$159K	0.05%	280
2021 Q3	$2.17M	Sell	28,819 -7,943	-22%	-$617K	0.06%	267
2021 Q2	$2.6M	Sell	36,762 -1,006	-3%	-$75.8K	0.07%	247
2021 Q1	$2.8M	Buy	+37,768	New	+$2.77M	0.07%	224