Horst & Graben Wealth Management’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
Q3 | – | Sell |
-3,117
| Closed | -$210K | – | 139 |
|
|
2023
Q2 | $210K | Buy |
3,117
+60
| +2% | +$4.04K | 0.05% | 122 |
|
|
2023
Q1 | $207K | Buy |
+3,057
| New | +$207K | 0.05% | 124 |
|
|
2022
Q2 | – | Sell |
-2,980
| Closed | -$215K | – | 135 |
|
|
2022
Q1 | $215K | Hold |
2,980
| – | – | 0.05% | 126 |
|
|
2021
Q4 | $229K | Buy |
2,980
+25
| +0.8% | +$1.92K | 0.06% | 125 |
|
|
2021
Q3 | $223K | Hold |
2,955
| – | – | 0.06% | 121 |
|
|
2021
Q2 | $223K | Buy |
+2,955
| New | +$223K | 0.06% | 121 |
|