StrongBox Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,853
| Closed | -$427K | – | 100 |
|
|
2021
Q1 | $427K | Sell |
5,853
-3,821
| -39% | -$279K | 0.26% | 62 |
|
|
2020
Q4 | $710K | Sell |
9,674
-3,215
| -25% | -$236K | 0.46% | 52 |
|
|
2020
Q3 | $878K | Sell |
12,889
-2,516
| -16% | -$171K | 0.64% | 41 |
|
|
2020
Q2 | $1.02M | Buy |
15,405
+1,313
| +9% | +$86.8K | 0.93% | 35 |
|
|
2020
Q1 | $874K | Buy |
+14,092
| New | +$874K | 0.99% | 33 |
|