A detailed history of New Edge Wealth, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,065 shares of EFAV stock, worth $344,427. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,065
Previous 4,063 0.05%
Holding current value
$344,427
Previous $316,000 7.91%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$73.0 - $85.5 $146 - $171
2 Added 0.05%
4,065 $341,000
Q1 2025

May 09, 2025

BUY
$69.81 - $78.9 $16,963 - $19,172
243 Added 6.36%
4,063 $316,000
Q4 2024

Feb 04, 2025

SELL
$70.1 - $76.53 $22,011 - $24,030
-314 Reduced 7.6%
3,820 $270,000
Q3 2024

Nov 12, 2024

SELL
$69.31 - $77.34 $24,327 - $27,146
-351 Reduced 7.83%
4,134 $317,000
Q4 2023

Jan 29, 2024

BUY
$63.1 - $69.34 $77,802 - $85,496
1,233 Added 37.92%
4,485 $310,000
Q3 2023

Nov 08, 2023

SELL
$65.15 - $69.15 $10,424 - $11,064
-160 Reduced 4.69%
3,252 $212,000
Q2 2023

Aug 09, 2023

BUY
$66.75 - $70.85 $227,751 - $241,740
3,412 New
3,412 $230,000

Others Institutions Holding EFAV

About ISHARES MSCI EAFE MIN VOL FACT


  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.