Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-276
| Closed | -$19.6K | – | 472 |
|
|
2024
Q1 | $19.6K | Hold |
276
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $19.1K | Hold |
276
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $18K | Buy |
276
+32
| +13% | +$2.09K | 0.01% | 281 |
|
|
2023
Q2 | $16.5K | Hold |
244
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $16.5K | Hold |
244
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $15.5K | Buy |
+244
| New | +$15.5K | 0.01% | 288 |
|