SM
Sweeney & Michel’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 | $788K | Buy |
9,462
+132
| +1% | +$11K | 0.28% | 61 |
|
|
2025
Q1 | $683K | Buy |
+9,330
| New | +$683K | 0.3% | 59 |
|
|
2024
Q3 | $779K | Hold |
10,245
| – | – | 0.31% | 58 |
|
|
2024
Q2 | $717K | Sell |
10,245
-1,551
| -13% | -$109K | 0.31% | 56 |
|
|
2024
Q1 | $846K | Buy |
+11,796
| New | +$846K | 0.37% | 48 |
|
|
2023
Q3 | $1.26M | Buy |
19,477
+445
| +2% | +$28.8K | 0.66% | 28 |
|
|
2023
Q2 | $1.29M | Buy |
19,032
+291
| +2% | +$19.7K | 0.66% | 25 |
|
|
2023
Q1 | $1.29M | Buy |
+18,741
| New | +$1.29M | 0.69% | 25 |
|