Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $276K | Buy |
4,338
+2,169
| +100% | +$138K | 0.04% | 304 |
|
|
2022
Q3 | $124K | Hold |
2,169
| – | – | 0.04% | 304 |
|
|
2022
Q2 | $137K | Sell |
2,169
-124
| -5% | -$7.85K | 0.05% | 302 |
|
|
2022
Q1 | $165K | Buy |
+2,293
| New | +$165K | 0.04% | 304 |
|
|
2021
Q3 | $192K | Buy |
2,550
+128
| +5% | +$9.64K | 0.07% | 227 |
|
|
2021
Q2 | $183K | Sell |
2,422
-248
| -9% | -$18.7K | 0.07% | 239 |
|
|
2021
Q1 | $195K | Buy |
+2,670
| New | +$195K | 0.11% | 166 |
|