Crewe Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-36
| Closed | -$2.44K | – | 911 |
|
2023
Q1 | $2.44K | Sell |
36
-5
| -12% | -$338 | ﹤0.01% | 706 |
|
2022
Q4 | $2.61K | Buy |
41
+5
| +14% | +$318 | ﹤0.01% | 799 |
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1031 |
|
2022
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 967 |
|
2022
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 415 |
|