ERTS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,890
| Closed | -$290K | – | 84 |
|
|
2019
Q4 | $290K | Sell |
3,890
-650
| -14% | -$48.5K | 0.13% | 68 |
|
|
2019
Q3 | $333K | Sell |
4,540
-917
| -17% | -$67.3K | 0.17% | 60 |
|
|
2019
Q2 | $396K | Sell |
5,457
-79
| -1% | -$5.73K | 0.22% | 53 |
|
|
2019
Q1 | $399K | Sell |
5,536
-4,995
| -47% | -$360K | 0.24% | 55 |
|
|
2018
Q4 | $702K | Buy |
+10,531
| New | +$702K | 0.5% | 32 |
|