Shepherd Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $223K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $448K | Sell |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $7.04M | Buy |
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|
2019
Q3 | $6.69M | Sell |
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|
2019
Q2 | $6.82M | Sell |
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|
2019
Q1 | $6.82M | Sell |
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|
2018
Q4 | $8.68M | Buy |
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