Warner Financial’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 | $227K | Hold |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $998K | Buy |
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