Valley Forge Investment Consultants’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	$1.43M	Hold	15,686	–	–	0.43%	25
2025 Q4	$1.35M	Sell	15,686 -743	-5%	-$63.5K	0.39%	25
2025 Q3	$1.39M	Hold	16,429	–	–	0.41%	27
2025 Q2	$1.38M	Buy	16,429 +2,703	+20%	+$221K	0.44%	25
2025 Q1	$1.07M	Buy	13,726 +260	+2%	+$19.4K	0.38%	24
2024 Q4	$952K	Buy	13,466 +130	+1%	+$9.57K	0.33%	32
2024 Q3	$1.02M	Buy	13,336 +171	+1%	+$12.6K	0.36%	26
2024 Q2	$913K	Buy	13,165 +928	+8%	+$65.1K	0.35%	25
2024 Q1	$867K	Hold	12,237	–	–	0.34%	25
2023 Q4	$849K	Sell	12,237 -1,709	-12%	-$113K	0.38%	25
2023 Q3	$910K	Buy	13,946 +419	+3%	+$28.1K	0.41%	29
2023 Q2	$913K	Sell	13,527 -1,342	-9%	-$92.5K	0.45%	26
2023 Q1	$1.01M	Sell	14,869 -1,120	-7%	-$73.7K	0.52%	21
2022 Q4	$1.02M	Sell	15,989 -285	-2%	-$17.4K	0.54%	20
2022 Q3	$928K	Buy	16,274 +978	+6%	+$61.3K	0.51%	23
2022 Q2	$968K	Sell	15,296 -781	-5%	-$52.5K	0.48%	23
2022 Q1	$1.16M	Sell	16,077 -7,708	-32%	-$559K	0.48%	25
2021 Q4	$1.83M	Buy	23,785 +219	+0.9%	+$16.7K	0.81%	19
2021 Q3	$1.77M	Buy	23,566 +54	+0.2%	+$4.19K	0.95%	19
2021 Q2	$1.78M	Buy	23,512 +8,258	+54%	+$622K	0.96%	19
2021 Q1	$1.11M	Buy	15,254 +516	+4%	+$37.9K	0.76%	23
2020 Q4	$1.08M	Buy	+14,738	New	+$1.04M	0.94%	21