Clear Point Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-868
Closed -$66.6K 225
2024
Q3
$66.6K Hold
868
0.05% 173
2024
Q2
$60.2K Sell
868
-1,286
-60% -$89.2K 0.05% 176
2024
Q1
$153K Hold
2,154
0.13% 118
2023
Q4
$149K Buy
+2,154
New +$149K 0.13% 114