Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.68M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $3.57M | Buy |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $584K | Buy |
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