United Capital Financial Advisors’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 | $3.66M | Sell |
40,169
-992
| -2% | -$89.6K | 0.02% | 427 |
|
|
2025
Q4 | $3.55M | Sell |
41,161
-1,641
| -4% | -$140K | 0.02% | 411 |
|
|
2025
Q3 | $3.63M | Sell |
42,802
-1,547
| -3% | -$131K | 0.03% | 350 |
|
|
2025
Q2 | $3.73M | Sell |
44,349
-1,248
| -3% | -$102K | 0.03% | 320 |
|
|
2025
Q1 | $3.55M | Sell |
45,597
-837
| -2% | -$62.5K | 0.03% | 320 |
|
|
2024
Q4 | $3.28M | Sell |
46,434
-394
| -0.8% | -$29K | 0.03% | 328 |
|
|
2024
Q3 | $3.59M | Sell |
46,828
-933
| -2% | -$68.9K | 0.03% | 315 |
|
|
2024
Q2 | $3.31M | Sell |
47,761
-1,837
| -4% | -$129K | 0.03% | 324 |
|
|
2024
Q1 | $3.52M | Sell |
49,598
-534
| -1% | -$37.1K | 0.03% | 334 |
|
|
2023
Q4 | $3.48M | Sell |
50,132
-19,323
| -28% | -$1.28M | 0.03% | 334 |
|
|
2023
Q3 | $4.53M | Sell |
69,455
-12,548
| -15% | -$843K | 0.03% | 312 |
|
|
2023
Q2 | $5.54M | Sell |
82,003
-10,280
| -11% | -$709K | 0.03% | 299 |
|
|
2023
Q1 | $6.24M | Sell |
92,283
-10,704
| -10% | -$705K | 0.03% | 296 |
|
|
2022
Q4 | $6.55M | Sell |
102,987
-37,629
| -27% | -$2.3M | 0.04% | 300 |
|
|
2022
Q3 | $8.02M | Sell |
140,616
-16,839
| -11% | -$1.06M | 0.05% | 263 |
|
|
2022
Q2 | $9.97M | Sell |
157,455
-12,706
| -7% | -$854K | 0.05% | 258 |
|
|
2022
Q1 | $12.3M | Sell |
170,161
-18,728
| -10% | -$1.36M | 0.06% | 251 |
|
|
2021
Q4 | $14.5M | Sell |
188,889
-36,084
| -16% | -$2.75M | 0.07% | 239 |
|
|
2021
Q3 | $16.9M | Sell |
224,973
-21,931
| -9% | -$1.7M | 0.08% | 206 |
|
|
2021
Q2 | $18.7M | Sell |
246,904
-32,417
| -12% | -$2.44M | 0.09% | 201 |
|
|
2021
Q1 | $20.4M | Sell |
279,321
-50,288
| -15% | -$3.69M | 0.11% | 178 |
|
|
2020
Q4 | $24.2M | Sell |
329,609
-45,963
| -12% | -$3.24M | 0.15% | 159 |
|
|
2020
Q3 | $25.6M | Sell |
375,572
-56,264
| -13% | -$3.83M | 0.17% | 144 |
|
|
2020
Q2 | $28.5M | Sell |
431,836
-50,493
| -10% | -$3.28M | 0.21% | 106 |
|
|
2020
Q1 | $29.9M | Sell |
482,329
-25,717
| -5% | -$1.81M | 0.25% | 91 |
|
|
2019
Q4 | $37.9M | Sell |
508,046
-4,690
| -0.9% | -$349K | 0.24% | 94 |
|
|
2019
Q3 | $37.6M | Buy |
512,736
+23,405
| +5% | +$1.69M | 0.26% | 94 |
|
|
2019
Q2 | $35.5M | Buy |
489,331
+42,020
| +9% | +$3.02M | 0.23% | 101 |
|
|
2019
Q1 | $32.2M | Buy |
447,311
+15,891
| +4% | +$1.11M | 0.23% | 102 |
|
|
2018
Q4 | $28.8M | Buy |
431,420
+6,522
| +2% | +$448K | 0.23% | 97 |
|
|
2018
Q3 | $30.9M | Buy |
424,898
+13,185
| +3% | +$951K | 0.22% | 102 |
|
|
2018
Q2 | $29.3M | Buy |
411,713
+4,382
| +1% | +$322K | 0.22% | 109 |
|
|
2018
Q1 | $30M | Buy |
407,331
+9,010
| +2% | +$665K | 0.23% | 103 |
|
|
2017
Q4 | $29M | Buy |
398,321
+15,296
| +4% | +$1.1M | 0.23% | 100 |
|
|
2017
Q3 | $27.2M | Sell |
383,025
-21,180
| -5% | -$1.49M | 0.23% | 103 |
|
|
2017
Q2 | $28M | Buy |
404,205
+2,938
| +0.7% | +$203K | 0.25% | 93 |
|
|
2017
Q1 | $26.5M | Sell |
401,267
-10,521
| -3% | -$673K | 0.25% | 93 |
|
|
2016
Q4 | $25.2M | Sell |
411,788
-1,013
| -0.2% | -$64K | 0.24% | 88 |
|
|
2016
Q3 | $27.9M | Buy |
412,801
+53,148
| +15% | +$3.58M | 0.27% | 78 |
|
|
2016
Q2 | $23.7M | Buy |
359,653
+127,042
| +55% | +$8.49M | 0.24% | 84 |
|
|
2016
Q1 | $15.5M | Buy |
232,611
+87,698
| +61% | +$5.58M | 0.17% | 126 |
|
|
2015
Q4 | $9.4M | Buy |
144,913
+44,558
| +44% | +$2.9M | 0.11% | 209 |
|
|
2015
Q3 | $6.26M | Buy |
100,355
+11,723
| +13% | +$763K | 0.08% | 271 |
|
|
2015
Q2 | $5.79M | Buy |
88,632
+33,249
| +60% | +$2.26M | 0.07% | 315 |
|
|
2015
Q1 | $3.77M | Buy |
55,383
+40,186
| +264% | +$2.6M | 0.05% | 398 |
|
|
2014
Q4 | $938K | Buy |
+15,197
| New | +$952K | 0.01% | 665 |
|
Other funds holding EFAV
WBG
SAM