Waldron Private Wealth’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 | $1.13M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $761K | Buy |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $769K | Sell |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $988K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $2.25M | Sell |
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|
2023
Q1 | $2.6M | Sell |
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|
2022
Q4 | $13.9M | Hold |
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|
2022
Q3 | $13.9M | Sell |
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|
2022
Q2 | $18.6M | Sell |
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|
2022
Q1 | $24.7M | Sell |
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|
2021
Q4 | $30M | Sell |
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|
2021
Q3 | $30.1M | Sell |
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|
2021
Q2 | $30.2M | Sell |
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|
2021
Q1 | $45.9M | Buy |
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|
2020
Q4 | $45.8M | Buy |
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|
2020
Q3 | $41.1M | Sell |
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|
2020
Q2 | $49.3M | Buy |
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|
2020
Q1 | $44.1M | Buy |
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|
2019
Q4 | $331K | Buy |
|