Southern Wealth Management’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
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.6M | Sell |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $3.33M | Sell |
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|
2022
Q1 | $4.26M | Sell |
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|
2021
Q4 | $4.56M | Sell |
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|
2021
Q3 | $14M | Hold |
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|
2021
Q2 | $14.4M | Sell |
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|
2021
Q1 | $18.3M | Buy |
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|
2020
Q4 | $18.3M | Sell |
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|
2020
Q3 | $26.3M | Sell |
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|
2020
Q2 | $26.1M | Buy |
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|
2020
Q1 | $15.3M | Buy |
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|
2019
Q4 | $4.82M | Buy |
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