SYM Financial Corp’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
2,306
| – | – | 0.02% | 313 |
|
|
2025
Q1 | $180K | Buy |
2,306
+433
| +23% | +$33.7K | 0.02% | 272 |
|
|
2024
Q4 | $132K | Sell |
1,873
-118
| -6% | -$8.34K | 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% | -$425 | 0.02% | 104 |
|
|
2023
Q4 | $138K | Buy |
1,997
+1,723
| +629% | +$119K | 0.02% | 113 |
|
|
2023
Q3 | $17.9K | Buy |
+274
| New | +$17.9K | ﹤0.01% | 152 |
|
|
2020
Q1 | – | Sell |
-3,950
| Closed | -$294K | – | 76 |
|
|
2019
Q4 | $294K | Buy |
+3,950
| New | +$294K | 0.19% | 30 |
|