TLFA
True Link Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,425
| Closed | -$765K | – | 120 |
|
|
2022
Q3 | $765K | Sell |
13,425
-155
| -1% | -$8.83K | 0.11% | 66 |
|
|
2022
Q2 | $860K | Sell |
13,580
-100
| -0.7% | -$6.33K | 0.13% | 64 |
|
|
2022
Q1 | $987K | Sell |
13,680
-377
| -3% | -$27.2K | 0.14% | 59 |
|
|
2021
Q4 | $1.08M | Sell |
14,057
-21
| -0.1% | -$1.61K | 0.14% | 71 |
|
|
2021
Q3 | $1.06M | Sell |
14,078
-14,852
| -51% | -$1.12M | 0.15% | 66 |
|
|
2021
Q2 | $2.19M | Sell |
28,930
-250
| -0.9% | -$18.9K | 0.32% | 36 |
|
|
2021
Q1 | $2.13M | Sell |
29,180
-119
| -0.4% | -$8.69K | 0.31% | 40 |
|
|
2020
Q4 | $2.15M | Buy |
+29,299
| New | +$2.15M | 0.34% | 41 |
|