Hilltop Wealth Advisors’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
Q1 | – | Sell |
-3,814
| Closed | -$293K | – | 31 |
|
|
2021
Q4 | $293K | Hold |
3,814
| – | – | 0.2% | 32 |
|
|
2021
Q3 | $287K | Hold |
3,814
| – | – | 0.2% | 32 |
|
|
2021
Q2 | $288K | Hold |
3,814
| – | – | 0.2% | 32 |
|
|
2021
Q1 | $278K | Sell |
3,814
-1,482
| -28% | -$108K | 0.21% | 31 |
|
|
2020
Q4 | $389K | Buy |
5,296
+25
| +0.5% | +$1.84K | 0.35% | 20 |
|
|
2020
Q3 | $359K | Sell |
5,271
-1,425
| -21% | -$97.1K | 0.36% | 19 |
|
|
2020
Q2 | $442K | Sell |
6,696
-420,967
| -98% | -$27.8M | 0.48% | 16 |
|
|
2020
Q1 | $26.5M | Buy |
427,663
+57,613
| +16% | +$3.57M | 32.4% | 1 |
|
|
2019
Q4 | $27.6M | Buy |
+370,050
| New | +$27.6M | 28.61% | 1 |
|