Sanford Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $3.71M | Sell |
58,251
-26,476
| -31% | -$1.68M | 0.88% | 24 |
|
2022
Q3 | $4.83M | Sell |
84,727
-19,000
| -18% | -$1.08M | 1.38% | 16 |
|
2022
Q2 | $6.57M | Sell |
103,727
-3,769
| -4% | -$239K | 1.86% | 11 |
|
2022
Q1 | $7.76M | Sell |
107,496
-4,700
| -4% | -$339K | 2.11% | 11 |
|
2021
Q4 | $8.61M | Sell |
112,196
-4,638
| -4% | -$356K | 1.94% | 12 |
|
2021
Q3 | $8.8M | Sell |
116,834
-5,359
| -4% | -$404K | 2.21% | 11 |
|
2021
Q2 | $9.23M | Sell |
122,193
-7,335
| -6% | -$554K | 2.38% | 10 |
|
2021
Q1 | $9.46M | Sell |
129,528
-12,108
| -9% | -$884K | 2.64% | 10 |
|
2020
Q4 | $1.04M | Buy |
+141,636
| New | +$1.04M | 0.33% | 33 |
|