Toth Financial Advisory’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 |
-300
| Closed | -$20.3K | – | 802 |
|
2023
Q1 | $20.3K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
2022
Q4 | $19.1K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
2022
Q3 | $17K | Hold |
300
| – | – | ﹤0.01% | 390 |
|
2022
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 375 |
|
2022
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 377 |
|
2021
Q4 | $23K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
2021
Q3 | $23K | Hold |
300
| – | – | ﹤0.01% | 378 |
|
2021
Q2 | $23K | Hold |
300
| – | – | ﹤0.01% | 350 |
|
2021
Q1 | $22K | Hold |
300
| – | – | ﹤0.01% | 363 |
|
2020
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 324 |
|
2020
Q3 | $20K | Hold |
300
| – | – | ﹤0.01% | 311 |
|
2020
Q2 | $20K | Hold |
300
| – | – | ﹤0.01% | 281 |
|
2020
Q1 | $19K | Hold |
300
| – | – | 0.01% | 230 |
|
2019
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 251 |
|
2019
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 266 |
|
2019
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 270 |
|
2019
Q1 | $22K | Hold |
300
| – | – | 0.01% | 259 |
|
2018
Q4 | $20K | Hold |
300
| – | – | 0.01% | 239 |
|
2018
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 261 |
|
2018
Q2 | $21K | Hold |
300
| – | – | ﹤0.01% | 260 |
|
2018
Q1 | $22K | Hold |
300
| – | – | 0.01% | 259 |
|
2017
Q4 | $22K | Buy |
+300
| New | +$22K | 0.01% | 263 |
|