Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-75
| Closed | -$5.29K | – | 1287 |
|
|
2024
Q1 | $5.29K | Sell |
75
-821
| -92% | -$57.9K | ﹤0.01% | 509 |
|
|
2023
Q4 | $62.1K | Sell |
896
-2,876
| -76% | -$199K | 0.02% | 155 |
|
|
2023
Q3 | $246K | Sell |
3,772
-4,205
| -53% | -$274K | 0.09% | 71 |
|
|
2023
Q2 | $538K | Buy |
+7,977
| New | +$538K | 0.21% | 48 |
|
|
2022
Q4 | $527K | Buy |
+7,957
| New | +$527K | 0.22% | 54 |
|