GPA
Guidance Point Advisors’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
Q4 | – | Sell |
-10,485
| Closed | -$597K | – | 81 |
|
|
2022
Q3 | $597K | Hold |
10,485
| – | – | 0.27% | 45 |
|
|
2022
Q2 | $663K | Buy |
10,485
+199
| +2% | +$12.6K | 0.29% | 46 |
|
|
2022
Q1 | $742K | Buy |
10,286
+91
| +0.9% | +$6.56K | 0.28% | 48 |
|
|
2021
Q4 | $782K | Buy |
10,195
+70
| +0.7% | +$5.37K | 0.28% | 42 |
|
|
2021
Q3 | $762K | Hold |
10,125
| – | – | 0.28% | 44 |
|
|
2021
Q2 | $764K | Buy |
10,125
+426
| +4% | +$32.1K | 0.3% | 46 |
|
|
2021
Q1 | $707K | Hold |
9,699
| – | – | 0.29% | 44 |
|
|
2020
Q4 | $712K | Hold |
9,699
| – | – | 0.33% | 43 |
|
|
2020
Q3 | $660K | Hold |
9,699
| – | – | 0.36% | 39 |
|
|
2020
Q2 | $640K | Buy |
+9,699
| New | +$640K | 0.36% | 43 |
|
|
2020
Q1 | – | Sell |
-5,491
| Closed | -$409K | – | 66 |
|
|
2019
Q4 | $409K | Buy |
5,491
+125
| +2% | +$9.31K | 0.2% | 47 |
|
|
2019
Q3 | $393K | Hold |
5,366
| – | – | 0.22% | 49 |
|
|
2019
Q2 | $389K | Buy |
5,366
+10
| +0.2% | +$725 | 0.22% | 46 |
|
|
2019
Q1 | $385K | Buy |
+5,356
| New | +$385K | 0.23% | 46 |
|