Rockbridge Investment Management’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
2024
Q1
Sell
-460
Closed -$31.9K 266
2023
Q4
$31.9K Buy
+460
New +$31.9K ﹤0.01% 284
2022
Q3
Sell
-460
Closed -$29.1K 251
2022
Q2
$29.1K Hold
460
0.01% 260
2022
Q1
$33.4K Hold
460
0.01% 351
2021
Q4
$35K Hold
460
0.01% 405
2021
Q3
$35K Hold
460
0.01% 369
2021
Q2
$35K Hold
460
0.01% 362
2021
Q1
$34K Hold
460
0.01% 338
2020
Q4
$34K Hold
460
0.01% 335
2020
Q3
$31K Hold
460
0.01% 323
2020
Q2
$30K Buy
+460
New +$30K 0.01% 287