Meridian Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-251
| Closed | -$18K | – | 430 |
|
2021
Q1 | $18K | Buy |
+251
| New | +$18K | 0.01% | 296 |
|
2020
Q4 | – | Sell |
-541
| Closed | -$37K | – | 235 |
|
2020
Q3 | $37K | Buy |
+541
| New | +$37K | 0.02% | 150 |
|
2020
Q1 | – | Sell |
-263
| Closed | -$20K | – | 194 |
|
2019
Q4 | $20K | Buy |
+263
| New | +$20K | 0.01% | 200 |
|