WhitTier Trust Company’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 | $264K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $175K | Hold |
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|
2024
Q2 | $158K | Sell |
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|
2024
Q1 | $213K | Hold |
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|
2023
Q4 | $208K | Hold |
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|
2023
Q3 | $196K | Hold |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $102K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $116K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $122K | Hold |
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|
2021
Q1 | $118K | Sell |
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|
2020
Q4 | $149K | Hold |
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|
2020
Q3 | $138K | Sell |
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|
2020
Q2 | $174K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q3 | $270K | Hold |
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|
2018
Q2 | $264K | Hold |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $300K | Hold |
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|
2017
Q3 | $292K | Hold |
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|
2017
Q2 | $285K | Sell |
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|
2017
Q1 | $282K | Sell |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $701K | Hold |
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|
2016
Q2 | $688K | Sell |
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|
2016
Q1 | $745K | Hold |
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|
2015
Q4 | $727K | Sell |
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|
2015
Q3 | $1.08M | Buy |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $684K | Buy |
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|
2014
Q4 | $600K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $7K | Buy |
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