SYM Financial Corp’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	$39.6K	Sell	433 -1,679	-79%	-$152K	﹤0.01%	370
2025 Q4	$182K	Hold	2,112	–	–	0.02%	329
2025 Q3	$179K	Sell	2,112 -194	-8%	-$16.4K	0.02%	324
2025 Q2	$194K	Hold	2,306	–	–	0.02%	313
2025 Q1	$180K	Buy	2,306 +433	+23%	+$32.3K	0.02%	272
2024 Q4	$132K	Sell	1,873 -118	-6%	-$8.68K	0.02%	248
2024 Q3	$153K	Hold	1,991	–	–	0.02%	193
2024 Q2	$138K	Hold	1,991	–	–	0.02%	172
2024 Q1	$141K	Sell	1,991 -6	-0.3%	-$417	0.02%	104
2023 Q4	$138K	Buy	1,997 +1,723	+629%	+$114K	0.02%	113
2023 Q3	$17.9K	Buy	+274	New	+$18.4K	﹤0.01%	152
2020 Q1	–	Sell	-3,950	Closed	-$294K	–	76
2019 Q4	$294K	Buy	+3,950	New	+$294K	0.19%	30