Adamsbrown Wealth Consultants’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
2022
Q3
Sell
-4,964
Closed -$314K 79
2022
Q2
$314K Sell
4,964
-2,368
-32% -$150K 0.25% 59
2022
Q1
$529K Sell
7,332
-3,090
-30% -$223K 0.42% 44
2021
Q4
$800K Buy
+10,422
New +$800K 0.72% 30