Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-929
| Closed | -$62.9K | – | 232 |
|
|
2023
Q1 | $62.9K | Sell |
929
-366
| -28% | -$24.8K | 0.03% | 113 |
|
|
2022
Q4 | $82.4K | Sell |
1,295
-6,860
| -84% | -$436K | 0.04% | 103 |
|
|
2022
Q3 | $465K | Sell |
8,155
-403
| -5% | -$23K | 0.24% | 37 |
|
|
2022
Q2 | $542K | Sell |
8,558
-1,785
| -17% | -$113K | 0.2% | 37 |
|
|
2022
Q1 | $746K | Sell |
10,343
-56
| -0.5% | -$4.04K | 0.81% | 25 |
|
|
2021
Q4 | $798K | Buy |
10,399
+46
| +0.4% | +$3.53K | 0.59% | 27 |
|
|
2021
Q3 | $780K | Sell |
10,353
-1,122
| -10% | -$84.5K | 0.62% | 25 |
|
|
2021
Q2 | $867K | Sell |
11,475
-2,187
| -16% | -$165K | 0.77% | 23 |
|
|
2021
Q1 | $997K | Sell |
13,662
-4,173
| -23% | -$305K | 1.04% | 16 |
|
|
2020
Q4 | $1.31M | Buy |
+17,835
| New | +$1.31M | 1.25% | 13 |
|