Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $720K | Hold |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $680K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.32M | Hold |
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|
2021
Q3 | $1.29M | Hold |
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|
2021
Q2 | $1.29M | Hold |
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|
2021
Q1 | $1.26M | Hold |
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|
2020
Q4 | $1.26M | Hold |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $30.8M | Buy |
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|
2019
Q4 | $23.9M | Buy |
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|
2019
Q3 | $7.21M | Buy |
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|
2019
Q2 | $6.17M | Buy |
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|
2019
Q1 | $2.3M | Sell |
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|
2018
Q4 | $3.85M | Sell |
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|
2018
Q3 | $6.83M | Buy |
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|
2018
Q2 | $6.14M | Sell |
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|
2018
Q1 | $6.45M | Buy |
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|
2017
Q4 | $6.37M | Buy |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $12.3M | Sell |
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|
2017
Q1 | $14.4M | Buy |
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|
2016
Q4 | $9.18M | Buy |
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|
2016
Q3 | $9.34M | Buy |
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|
2016
Q2 | $6.87M | Buy |
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|
2016
Q1 | $4.54M | Buy |
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|
2015
Q4 | $1.79M | Buy |
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