Marino Stram & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,544
| Closed | -$111K | – | 218 |
|
|
2019
Q1 | $111K | Hold |
1,544
| – | – | 0.08% | 109 |
|
|
2018
Q4 | $103K | Hold |
1,544
| – | – | 0.09% | 103 |
|
|
2018
Q3 | $112K | Buy |
1,544
+163
| +12% | +$11.8K | 0.09% | 115 |
|
|
2018
Q2 | $98K | Hold |
1,381
| – | – | 0.09% | 121 |
|
|
2018
Q1 | $102K | Hold |
1,381
| – | – | 0.09% | 122 |
|
|
2017
Q4 | $101K | Buy |
+1,381
| New | +$101K | 0.09% | 114 |
|