SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.42M | Sell |
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2020
Q3 | $4.64M | Sell |
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2020
Q2 | $4.96M | Buy |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $506K | Buy |
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|
2018
Q3 | $542K | Sell |
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|
2018
Q2 | $551K | Sell |
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|
2018
Q1 | $856K | Buy |
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|
2017
Q4 | $802K | Sell |
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|
2017
Q3 | $856K | Buy |
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|
2017
Q2 | $831K | Sell |
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|
2017
Q1 | $803K | Sell |
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|
2016
Q4 | $1.01M | Sell |
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|
2016
Q3 | $1.18M | Sell |
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|
2016
Q2 | $1.2M | Sell |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.62M | Buy |
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|
2015
Q3 | $1.31M | Sell |
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|
2015
Q2 | $2.2M | Sell |
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|
2015
Q1 | $2.35M | Buy |
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|
2014
Q4 | $1.6M | Sell |
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|
2014
Q3 | $1.65M | Hold |
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|
2014
Q2 | $1.72M | Buy |
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|
2014
Q1 | $1.63M | Buy |
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|
2013
Q4 | $1.49M | Buy |
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