Concert Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $622K | Sell |
|
|||||
|
2016
Q4 | $1.3M | Sell |
|
|||||
|
2016
Q3 | $2.78M | Buy |
|
|||||
|
2016
Q2 | $2.5M | Buy |
|
|||||
|
2016
Q1 | $2.3M | Buy |
|
|||||
|
2015
Q4 | $1.9M | Buy |
|
|||||
|
2015
Q3 | $1.77M | Sell |
|
|||||
|
2015
Q2 | $1.87M | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $450K | Sell |
|
|||||
|
2014
Q3 | $478K | Sell |
|
|||||
|
2014
Q2 | $698K | Sell |
|
|||||
|
2014
Q1 | $730K | Sell |
|
|||||
|
2013
Q4 | $717K | Buy |
|
|||||
|
2013
Q3 | $682K | Buy |
|
|||||
|
2013
Q2 | $401K | Buy |
|