MYCIO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,824
| Closed | -$1.93M | – | 119 |
|
|
2019
Q4 | $1.93M | Buy |
25,824
+299
| +1% | +$22.3K | 0.13% | 75 |
|
|
2019
Q3 | $1.87M | Hold |
25,525
| – | – | 0.14% | 63 |
|
|
2019
Q2 | $1.85M | Buy |
25,525
+173
| +0.7% | +$12.6K | 0.15% | 64 |
|
|
2019
Q1 | $1.83M | Hold |
25,352
| – | – | 0.15% | 60 |
|
|
2018
Q4 | $1.69M | Buy |
+25,352
| New | +$1.69M | 0.16% | 61 |
|
|
2017
Q2 | – | Sell |
-3,412
| Closed | -$225K | – | 241 |
|
|
2017
Q1 | $225K | Buy |
+3,412
| New | +$225K | 0.03% | 209 |
|
|
2016
Q4 | – | Sell |
-2,563
| Closed | -$173K | – | 340 |
|
|
2016
Q3 | $173K | Hold |
2,563
| – | – | 0.03% | 194 |
|
|
2016
Q2 | $170K | Buy |
+2,563
| New | +$170K | 0.03% | 195 |
|