NewSquare Capital’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
Q2 | – | Sell |
-576
| Closed | -$36K | – | 394 |
|
|
2020
Q1 | $36K | Buy |
+576
| New | +$36K | 0.01% | 189 |
|
|
2019
Q3 | – | Sell |
-576
| Closed | -$42K | – | 298 |
|
|
2019
Q2 | $42K | Hold |
576
| – | – | 0.01% | 177 |
|
|
2019
Q1 | $41K | Hold |
576
| – | – | 0.01% | 174 |
|
|
2018
Q4 | $38K | Hold |
576
| – | – | 0.01% | 166 |
|
|
2018
Q3 | $42K | Hold |
576
| – | – | 0.01% | 174 |
|
|
2018
Q2 | $42K | Hold |
576
| – | – | 0.01% | 179 |
|
|
2018
Q1 | $42K | Hold |
576
| – | – | 0.01% | 160 |
|
|
2017
Q4 | $42K | Hold |
576
| – | – | 0.01% | 161 |
|
|
2017
Q3 | $41K | Hold |
576
| – | – | 0.01% | 143 |
|
|
2017
Q2 | $40K | Hold |
576
| – | – | 0.01% | 137 |
|
|
2017
Q1 | $38K | Hold |
576
| – | – | 0.01% | 140 |
|
|
2016
Q4 | $35K | Hold |
576
| – | – | 0.01% | 158 |
|
|
2016
Q3 | $39K | Hold |
576
| – | – | 0.01% | 164 |
|
|
2016
Q2 | $38K | Hold |
576
| – | – | 0.01% | 173 |
|
|
2016
Q1 | $38K | Hold |
576
| – | – | 0.01% | 177 |
|
|
2015
Q4 | $37K | Hold |
576
| – | – | 0.01% | 162 |
|
|
2015
Q3 | $36K | Sell |
576
-42
| -7% | -$2.63K | 0.01% | 160 |
|
|
2015
Q2 | $40K | Hold |
618
| – | – | 0.01% | 171 |
|
|
2015
Q1 | $41K | Hold |
618
| – | – | 0.01% | 159 |
|
|
2014
Q4 | $38K | Sell |
618
-176
| -22% | -$10.8K | 0.01% | 167 |
|
|
2014
Q3 | $50K | Buy |
+794
| New | +$50K | 0.02% | 159 |
|