AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $412K | Hold |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $405K | Buy |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $443K | Hold |
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|
2020
Q3 | $412K | Sell |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $451K | Buy |
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|
2019
Q4 | $539K | Hold |
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|
2019
Q3 | $530K | Sell |
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|
2019
Q2 | $600K | Sell |
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|
2019
Q1 | $645K | Hold |
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|
2018
Q4 | $597K | Sell |
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|
2018
Q3 | $829K | Hold |
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|
2018
Q2 | $810K | Sell |
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|
2018
Q1 | $918K | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $1.09M | Sell |
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|
2017
Q1 | $1.12M | Sell |
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|
2016
Q4 | $1.06M | Buy |
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