Crumly & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,136
| Closed | -$302K | – | 109 |
|
|
2021
Q4 | $302K | Sell |
4,136
-1,170
| -22% | -$85.4K | 0.12% | 87 |
|
|
2021
Q3 | $400K | Buy |
5,306
+260
| +5% | +$19.6K | 0.19% | 79 |
|
|
2021
Q2 | $381K | Sell |
5,046
-449
| -8% | -$33.9K | 0.18% | 82 |
|
|
2021
Q1 | $401K | Sell |
5,495
-343
| -6% | -$25K | 0.23% | 56 |
|
|
2020
Q4 | $433K | Sell |
5,838
-424
| -7% | -$31.4K | 0.3% | 42 |
|
|
2020
Q3 | $427K | Sell |
6,262
-439
| -7% | -$29.9K | 0.37% | 30 |
|
|
2020
Q2 | $443K | Sell |
6,701
-1,054
| -14% | -$69.7K | 0.42% | 30 |
|
|
2020
Q1 | $481K | Buy |
+7,755
| New | +$481K | 0.59% | 28 |
|