Vantage Financial Partners (Wisconsin)’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
Q1 | – | Sell |
-4,487
| Closed | -$317K | – | 198 |
|
|
2024
Q4 | $317K | Sell |
4,487
-362
| -7% | -$25.6K | 0.08% | 131 |
|
|
2024
Q3 | $372K | Sell |
4,849
-2,243
| -32% | -$172K | 0.09% | 120 |
|
|
2024
Q2 | $492K | Sell |
7,092
-1,466
| -17% | -$102K | 0.13% | 86 |
|
|
2024
Q1 | $607K | Buy |
8,558
+264
| +3% | +$18.7K | 0.16% | 72 |
|
|
2023
Q4 | $575K | Buy |
+8,294
| New | +$575K | 0.17% | 61 |
|