Venturi 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
Q3 | $681K | Hold |
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|
2025
Q2 | $675K | Hold |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $568K | Hold |
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|
2024
Q3 | $616K | Hold |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $975K | Sell |
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|
2023
Q4 | $1.99M | Hold |
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|
2023
Q3 | $1.87M | Hold |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $26.2K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.75M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.12M | Sell |
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|
2018
Q3 | $6.53M | Buy |
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|
2018
Q2 | $3.62M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.74M | Sell |
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|
2016
Q2 | $1.86M | Buy |
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|
2016
Q1 | $1.65M | Buy |
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