Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $513K | Hold |
8,100
| – | – | 0.26% | 67 |
|
|
2022
Q1 | $584K | Hold |
8,100
| – | – | 0.26% | 67 |
|
|
2021
Q4 | $622K | Hold |
8,100
| – | – | 0.28% | 61 |
|
|
2021
Q3 | $610K | Buy |
8,100
+4,830
| +148% | +$364K | 0.32% | 53 |
|
|
2021
Q2 | $247K | Sell |
3,270
-481
| -13% | -$36.3K | 0.13% | 131 |
|
|
2021
Q1 | $274K | Hold |
3,751
| – | – | 0.16% | 104 |
|
|
2020
Q4 | $275K | Hold |
3,751
| – | – | 0.17% | 98 |
|
|
2020
Q3 | $256K | Sell |
3,751
-730
| -16% | -$49.8K | 0.18% | 97 |
|
|
2020
Q2 | $296K | Buy |
4,481
+7
| +0.2% | +$462 | 0.23% | 79 |
|
|
2020
Q1 | $278K | Sell |
4,474
-1
| -0% | -$62 | 0.26% | 71 |
|
|
2019
Q4 | $334K | Buy |
4,475
+11
| +0.2% | +$821 | 0.33% | 69 |
|
|
2019
Q3 | $327K | Buy |
+4,464
| New | +$327K | 0.3% | 66 |
|