Tilia Fiduciary Partners’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
Q3 | – | Sell |
-287
| Closed | -$19.4K | – | 208 |
|
|
2023
Q2 | $19.4K | Buy |
287
+5
| +2% | +$337 | 0.02% | 302 |
|
|
2023
Q1 | $19K | Hold |
282
| – | – | 0.02% | 305 |
|
|
2022
Q4 | $17.9K | Buy |
282
+3
| +1% | +$190 | 0.02% | 302 |
|
|
2022
Q3 | $16K | Hold |
279
| – | – | 0.02% | 312 |
|
|
2022
Q2 | $18K | Buy |
279
+5
| +2% | +$323 | 0.02% | 312 |
|
|
2022
Q1 | $20K | Hold |
274
| – | – | 0.02% | 321 |
|
|
2021
Q4 | $21K | Buy |
+274
| New | +$21K | 0.02% | 327 |
|