SHJ
Sharkey, Howes & Javer’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,313
| Closed | -$549K | – | 68 |
|
|
2020
Q2 | $549K | Sell |
8,313
-1,277
| -13% | -$84.3K | 0.24% | 49 |
|
|
2020
Q1 | $595K | Sell |
9,590
-131,200
| -93% | -$8.14M | 0.31% | 39 |
|
|
2019
Q4 | $10.5M | Sell |
140,790
-3,109
| -2% | -$232K | 4.44% | 6 |
|
|
2019
Q3 | $10.5M | Sell |
143,899
-25,274
| -15% | -$1.85M | 4.55% | 4 |
|
|
2019
Q2 | $12.3M | Buy |
169,173
+41,025
| +32% | +$2.98M | 5.58% | 6 |
|
|
2019
Q1 | $9.23M | Buy |
+128,148
| New | +$9.23M | 4.3% | 6 |
|