Wealth Management Associates’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
Q1 | – | Sell |
-3,361
| Closed | -$251K | – | 127 |
|
|
2019
Q4 | $251K | Buy |
3,361
+143
| +4% | +$10.7K | 0.18% | 126 |
|
|
2019
Q3 | $236K | Sell |
3,218
-115
| -3% | -$8.43K | 0.19% | 126 |
|
|
2019
Q2 | $242K | Buy |
3,333
+152
| +5% | +$11K | 0.24% | 81 |
|
|
2019
Q1 | $229K | Hold |
3,181
| – | – | 0.25% | 84 |
|
|
2018
Q4 | $212K | Buy |
+3,181
| New | +$212K | 0.29% | 77 |
|