Beam Wealth Advisors’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
2020
Q2
Sell
-6,135
Closed -$381K 138
2020
Q1
$381K Sell
6,135
-891
-13% -$55.3K 0.38% 84
2019
Q4
$524K Buy
+7,026
New +$524K 0.49% 65