Wealthspire Advisors (New York)’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
Q2 | $1.38M | Sell |
16,368
-2,077
| -11% | -$175K | 0.01% | 332 |
|
|
2025
Q1 | $1.44M | Sell |
18,445
-22,364
| -55% | -$1.74M | 0.01% | 323 |
|
|
2024
Q4 | $2.89M | Sell |
40,809
-13,450
| -25% | -$951K | 0.03% | 198 |
|
|
2024
Q3 | $4.16M | Sell |
54,259
-1,194
| -2% | -$91.6K | 0.04% | 158 |
|
|
2024
Q2 | $3.85M | Sell |
55,453
-25,101
| -31% | -$1.74M | 0.05% | 135 |
|
|
2024
Q1 | $5.71M | Sell |
80,554
-37,333
| -32% | -$2.65M | 0.08% | 109 |
|
|
2023
Q4 | $8.17M | Sell |
117,887
-5,069
| -4% | -$351K | 0.12% | 83 |
|
|
2023
Q3 | $8.02M | Buy |
+122,956
| New | +$8.02M | 0.13% | 80 |
|