Heron Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.6M | Sell |
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|
2023
Q1 | $9.11M | Buy |
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|
2022
Q4 | $6.03M | Sell |
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|
2022
Q3 | $8.04M | Buy |
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|
2022
Q2 | $8.03M | Buy |
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|
2022
Q1 | $8.63M | Buy |
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|
2021
Q4 | $8.43M | Buy |
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|
2021
Q3 | $8.42M | Buy |
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|
2021
Q2 | $7.81M | Buy |
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|
2021
Q1 | $7.37M | Buy |
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|
2020
Q4 | $6.32M | Buy |
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|
2020
Q3 | $5.58M | Buy |
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|
2020
Q2 | $5.04M | Buy |
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|
2020
Q1 | $4.69M | Buy |
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|
2019
Q4 | $5.22M | Buy |
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