Baystate Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-129
| Closed | -$8K | – | 1044 |
|
2022
Q4 | $8K | Buy |
+129
| New | +$8K | ﹤0.01% | 611 |
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 674 |
|
2018
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 570 |
|
2018
Q3 | $1K | Sell |
1
-56
| -98% | -$56K | ﹤0.01% | 582 |
|
2018
Q2 | $4K | Sell |
57
-75
| -57% | -$5.26K | ﹤0.01% | 469 |
|
2018
Q1 | $10K | Hold |
132
| – | – | ﹤0.01% | 360 |
|
2017
Q4 | $10K | Buy |
+132
| New | +$10K | ﹤0.01% | 366 |
|