GoalVest Advisory’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
Q4 | – | Sell |
-356
| Closed | -$23.2K | – | 407 |
|
|
2023
Q3 | $23.2K | Buy |
+356
| New | +$23.2K | 0.01% | 206 |
|
|
2022
Q2 | – | Sell |
-129
| Closed | -$9K | – | 375 |
|
|
2022
Q1 | $9K | Buy |
+129
| New | +$9K | 0.01% | 248 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 187 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 192 |
|