Tolleson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $806K | Hold |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $793K | Hold |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $8.77M | Sell |
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|
2022
Q3 | $13.1M | Sell |
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|
2022
Q2 | $15M | Buy |
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|
2022
Q1 | $7.37M | Sell |
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|
2021
Q4 | $7.89M | Sell |
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|
2021
Q3 | $7.77M | Sell |
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|
2021
Q2 | $10.3M | Sell |
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|
2021
Q1 | $11.4M | Sell |
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|
2020
Q4 | $12.1M | Sell |
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|
2020
Q3 | $11.5M | Buy |
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|
2020
Q2 | $9.53M | Sell |
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|
2020
Q1 | $11M | Buy |
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