LFGH
EFAV icon

Lee Financial Group Hawaii’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Lee Financial Group Hawaii’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,407
Closed -$250K – 33
2020
Q4 		$250K Buy
3,407
+90
+3% +$6.34K 0.21% 42
2020
Q3 		$226K Sell
3,317
-4
-0.1% -$272 0.19% 39
2020
Q2 		$219K Sell
3,321
-34,634
-91% -$2.25M 0.19% 38
2020
Q1 		$2.35M Sell
37,955
-54
-0.1% -$3.79K 2.7% 12
2019
Q4 		$2.83M Buy
38,009
+1,491
+4% +$111K 2.24% 19
2019
Q3 		$2.68M Sell
36,518
-29,589
-45% -$2.14M 2.39% 17
2019
Q2 		$4.8M Buy
66,107
+60,321
+1,043% +$4.34M 4.1% 7
2019
Q1 		$417K Buy
5,786
+1,583
+38% +$111K 0.39% 25
2018
Q4 		$280K Buy
4,203
+1,018
+32% +$70K 0.3% 26
2018
Q3 		$232K Buy
+3,185
New +$230K 0.21% 33

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RJFSA
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Charles Schwab
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