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 |
|