Milestone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-554
| Closed | -$38.4K | – | 129 |
|
|
2024
Q2 | $38.4K | Hold |
554
| – | – | 0.01% | 105 |
|
|
2024
Q1 | $39.3K | Hold |
554
| – | – | 0.01% | 102 |
|
|
2023
Q4 | $38.4K | Hold |
554
| – | – | 0.01% | 98 |
|
|
2023
Q3 | $36.1K | Hold |
554
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $37.4K | Hold |
554
| – | – | 0.01% | 90 |
|
|
2023
Q1 | $37.5K | Hold |
554
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $35.2K | Buy |
+554
| New | +$35.2K | 0.01% | 88 |
|