Ownership history in Samalin Investment Counsel, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Samalin Investment Counsel, LLC reported a position in ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 39,627 | +2,636 | +7.1% | 1.21% | $3.4M | $86.25 |
| 2025 Q3 | ADDED | 36,991 | +1,027 | +2.9% | 1.08% | $3.1M | $83.69 |
| 2025 Q2 | REDUCED | 35,964 | -436 | -1.2% | 1.16% | $3.0M | $82.93 |
| 2025 Q1 | REDUCED | 36,400 | -4,805 | -11.7% | 1.15% | $2.8M | $75.43 |
As of 2025 Q4 — sorted by position size