O'Brien Wealth Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $52.1M | Buy |
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|
2021
Q4 | $57.9M | Buy |
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|
2021
Q3 | $57.1M | Buy |
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|
2021
Q2 | $57.5M | Buy |
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|
2021
Q1 | $54M | Buy |
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|
2020
Q4 | $54.1M | Buy |
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|
2020
Q3 | $48.9M | Buy |
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|
2020
Q2 | $46.6M | Buy |
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|
2020
Q1 | $40.7M | Buy |
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|
2019
Q4 | $47.9M | Buy |
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|
2019
Q3 | $45.5M | Buy |
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|
2019
Q2 | $44.4M | Sell |
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|
2019
Q1 | $49.7M | Buy |
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|
2018
Q4 | $37.9M | Sell |
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|
2018
Q3 | $49.6M | Buy |
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|
2018
Q2 | $22.2M | Buy |
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|
2018
Q1 | $22M | Buy |
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|
2017
Q4 | $21.4M | Buy |
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|
2017
Q3 | $20.2M | Buy |
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|
2017
Q2 | $19.4M | Buy |
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|
2017
Q1 | $16.8M | Buy |
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|
2016
Q4 | $14.3M | Buy |
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|
2016
Q3 | $15.4M | Buy |
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|
2016
Q2 | $12M | Buy |
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|
2016
Q1 | $9.61M | Buy |
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|
2015
Q4 | $3.09M | Buy |
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