Choate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-583
| Closed | -$37.1K | – | 325 |
|
|
2022
Q4 | $37.1K | Buy |
+583
| New | +$37.1K | ﹤0.01% | 311 |
|
|
2021
Q2 | – | Sell |
-1,913
| Closed | -$140K | – | 350 |
|
|
2021
Q1 | $140K | Hold |
1,913
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $140K | Sell |
1,913
-4,137
| -68% | -$303K | 0.01% | 244 |
|
|
2020
Q3 | $412K | Buy |
6,050
+1,237
| +26% | +$84.2K | 0.03% | 176 |
|
|
2020
Q2 | $318K | Hold |
4,813
| – | – | 0.02% | 192 |
|
|
2020
Q1 | $299K | Buy |
+4,813
| New | +$299K | 0.02% | 195 |
|