Clear Perspectives Financial Planning’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
Q3 | – | Sell |
-92
| Closed | -$6K | – | 212 |
|
|
2022
Q2 | $6K | Sell |
92
-235
| -72% | -$15.3K | ﹤0.01% | 175 |
|
|
2022
Q1 | $24K | Sell |
327
-50
| -13% | -$3.67K | 0.01% | 131 |
|
|
2021
Q4 | $29K | Sell |
377
-8
| -2% | -$615 | 0.01% | 128 |
|
|
2021
Q3 | $29K | Hold |
385
| – | – | 0.01% | 121 |
|
|
2021
Q2 | $29K | Sell |
385
-200
| -34% | -$15.1K | 0.01% | 122 |
|
|
2021
Q1 | $43K | Sell |
585
-100
| -15% | -$7.35K | 0.02% | 93 |
|
|
2020
Q4 | $50K | Buy |
+685
| New | +$50K | 0.03% | 85 |
|