Steward Partners Investment Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Steward Partners Investment Advisory’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.94M	Sell	21,221 -708	-3%	-$64K	0.01%	866
2025 Q4	$1.89M	Sell	21,929 -166	-0.8%	-$14.2K	0.01%	808
2025 Q3	$1.87M	Buy	22,095 +631	+3%	+$53.3K	0.01%	801
2025 Q2	$1.8M	Buy	21,464 +1,523	+8%	+$125K	0.01%	749
2025 Q1	$1.55M	Sell	19,941 -4,589	-19%	-$343K	0.01%	751
2024 Q4	$1.73M	Buy	24,530 +168	+0.7%	+$12.4K	0.02%	683
2024 Q3	$1.87M	Buy	24,362 +2,011	+9%	+$149K	0.02%	651
2024 Q2	$1.55M	Sell	22,351 -849	-4%	-$59.6K	0.02%	662
2024 Q1	$1.64M	Sell	23,200 -841	-3%	-$58.5K	0.02%	634
2023 Q4	$1.67M	Sell	24,041 -72,278	-75%	-$4.79M	0.02%	555
2023 Q3	$6.28M	Buy	96,319 +2,183	+2%	+$147K	0.1%	215
2023 Q2	$6.35M	Sell	94,136 -1,899	-2%	-$131K	0.1%	225
2023 Q1	$6.5M	Sell	96,035 -37,128	-28%	-$2.44M	0.1%	213
2022 Q4	$8.47M	Buy	133,163 +673	+0.5%	+$41.1K	0.14%	167
2022 Q3	$7.55M	Sell	132,490 -9,894	-7%	-$620K	0.14%	169
2022 Q2	$9.01M	Sell	142,384 -153,627	-52%	-$10.3M	0.17%	144
2022 Q1	$21.4M	Buy	296,011 +3,756	+1%	+$273K	0.33%	66
2021 Q4	$22.4M	Sell	292,255 -2,094	-0.7%	-$160K	0.34%	62
2021 Q3	$22.2M	Buy	294,349 +31,610	+12%	+$2.45M	0.38%	49
2021 Q2	$19.8M	Buy	262,739 +7,580	+3%	+$571K	0.34%	57
2021 Q1	$18.6M	Sell	255,159 -40,449	-14%	-$2.97M	0.33%	65
2020 Q4	$21.7M	Sell	295,608 -17,722	-6%	-$1.25M	0.47%	43
2020 Q3	$21.3M	Buy	313,330 +33,277	+12%	+$2.27M	0.54%	36
2020 Q2	$18.5M	Buy	280,053 +26,380	+10%	+$1.71M	0.53%	36
2020 Q1	$15.7M	Buy	253,673 +5,242	+2%	+$368K	0.58%	33
2019 Q4	$18.5M	Buy	248,431 +13,310	+6%	+$992K	0.55%	41
2019 Q3	$17.2M	Buy	235,121 +17,003	+8%	+$1.23M	0.58%	37
2019 Q2	$15.8M	Buy	218,118 +30,481	+16%	+$2.19M	0.58%	39
2019 Q1	$13.5M	Buy	187,637 +14,735	+9%	+$1.03M	0.57%	42
2018 Q4	$11.5M	Buy	172,902 +53,461	+45%	+$3.67M	0.56%	41
2018 Q3	$8.7M	Buy	119,441 +69,438	+139%	+$5.01M	0.41%	56
2018 Q2	$3.56M	Buy	50,003 +7,738	+18%	+$569K	0.21%	110
2018 Q1	$3.11M	Buy	42,265 +25,572	+153%	+$1.89M	0.21%	110
2017 Q4	$1.22M	Buy	16,693 +482	+3%	+$34.7K	0.09%	207
2017 Q3	$1.15M	Buy	16,211 +1,438	+10%	+$101K	0.12%	173
2017 Q2	$1.02M	Buy	14,773 +4,045	+38%	+$279K	0.11%	174
2017 Q1	$708K	Buy	10,728 +3,696	+53%	+$237K	0.11%	166
2016 Q4	$430K	Buy	+7,032	New	+$445K	0.2%	117