Clear Creek Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,956
| Closed | -$227K | – | 346 |
|
2021
Q4 | $227K | Buy |
+2,956
| New | +$227K | 0.03% | 304 |
|
2021
Q1 | – | Sell |
-2,773
| Closed | -$203K | – | 104 |
|
2020
Q4 | $203K | Buy |
+2,773
| New | +$203K | 0.04% | 276 |
|
2020
Q3 | – | Sell |
-9,559
| Closed | -$631K | – | 127 |
|
2020
Q2 | $631K | Sell |
9,559
-1,550
| -14% | -$102K | 0.16% | 95 |
|
2020
Q1 | $711K | Buy |
+11,109
| New | +$711K | 0.27% | 56 |
|