Empirical Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,721
| Closed | -$341K | – | 484 |
|
|
2022
Q1 | $341K | Buy |
4,721
+1,398
| +42% | +$101K | 0.02% | 388 |
|
|
2021
Q4 | $255K | Buy |
+3,323
| New | +$255K | 0.01% | 447 |
|
|
2020
Q1 | – | Sell |
-3,458
| Closed | -$258K | – | 325 |
|
|
2019
Q4 | $258K | Buy |
3,458
+708
| +26% | +$52.8K | 0.03% | 277 |
|
|
2019
Q3 | $202K | Sell |
2,750
-1,120
| -29% | -$82.3K | 0.02% | 270 |
|
|
2019
Q2 | $281K | Buy |
+3,870
| New | +$281K | 0.04% | 207 |
|