FP
Fiduciary Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-81
| Closed | -$6K | – | 118 |
|
|
2021
Q1 | $6K | Hold |
81
| – | – | 0.01% | 187 |
|
|
2020
Q4 | $6K | Hold |
81
| – | – | 0.01% | 173 |
|
|
2020
Q3 | $6K | Buy |
+81
| New | +$6K | 0.01% | 130 |
|
|
2020
Q1 | – | Sell |
-12,638
| Closed | -$947K | – | 48 |
|
|
2019
Q4 | $947K | Buy |
+12,638
| New | +$947K | 0.87% | 20 |
|