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Wealthspire Advisors (New York)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$892K Hold
9,764
– – 0.01% 428
2025
Q4 		$842K Sell
9,764
-3,399
-26% -$291K 0.01% 468
2025
Q3 		$1.12M Sell
13,163
-3,205
-20% -$271K 0.01% 367
2025
Q2 		$1.38M Sell
16,368
-2,077
-11% -$170K 0.01% 332
2025
Q1 		$1.44M Sell
18,445
-22,364
-55% -$1.67M 0.01% 323
2024
Q4 		$2.89M Sell
40,809
-13,450
-25% -$990K 0.03% 198
2024
Q3 		$4.16M Sell
54,259
-1,194
-2% -$88.2K 0.04% 158
2024
Q2 		$3.85M Sell
55,453
-25,101
-31% -$1.76M 0.05% 135
2024
Q1 		$5.71M Sell
80,554
-37,333
-32% -$2.6M 0.08% 109
2023
Q4 		$8.17M Sell
117,887
-5,069
-4% -$336K 0.12% 83
2023
Q3 		$8.02M Buy
+122,956
New +$8.26M 0.13% 80

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SAM
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