MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-38,447
| Closed | -$2.62M | – | 27 |
|
|
2020
Q3 | $2.62M | Sell |
38,447
-11,628
| -23% | -$792K | 3.74% | 8 |
|
|
2020
Q2 | $3.31M | Sell |
50,075
-1,132
| -2% | -$74.8K | 4.18% | 12 |
|
|
2020
Q1 | $3.18M | Sell |
51,207
-35,552
| -41% | -$2.21M | 4.26% | 13 |
|
|
2019
Q4 | $6.47M | Sell |
86,759
-1,509
| -2% | -$112K | 5.5% | 5 |
|
|
2019
Q3 | $6.47M | Buy |
88,268
+1,576
| +2% | +$115K | 6.72% | 4 |
|
|
2019
Q2 | $6.3M | Sell |
86,692
-2,316
| -3% | -$168K | 5.62% | 4 |
|
|
2019
Q1 | $6.41M | Buy |
89,008
+56,768
| +176% | +$4.09M | 6.47% | 3 |
|
|
2018
Q4 | $2.15M | Buy |
+32,240
| New | +$2.15M | 2.54% | 14 |
|