Tanglewood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,216
| Closed | -$663K | – | 20 |
|
|
2020
Q3 | $663K | Hold |
7,216
| – | – | 0.15% | 15 |
|
|
2020
Q2 | $632K | Sell |
7,216
-370,504
| -98% | -$32.4M | 0.18% | 13 |
|
|
2020
Q1 | $30.3M | Buy |
377,720
+339,396
| +886% | +$27.3M | 5.89% | 6 |
|
|
2019
Q4 | $2.86M | Buy |
38,324
+20
| +0.1% | +$1.49K | 0.55% | 13 |
|
|
2019
Q3 | $2.81M | Sell |
38,304
-382,865
| -91% | -$28.1M | 0.61% | 12 |
|
|
2019
Q2 | $30.6M | Buy |
421,169
+408,217
| +3,152% | +$29.7M | 7.37% | 5 |
|
|
2019
Q1 | $752K | Sell |
12,952
-349,711
| -96% | -$20.3M | 0.17% | 15 |
|
|
2018
Q4 | $24.2M | Buy |
+362,663
| New | +$24.2M | 6.07% | 7 |
|