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Wealthspire Advisors (Maryland)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-79
Closed -$6K – 891
2019
Q1 		$6K Buy
79
+34
+76% +$2.38K ﹤0.01% 1733
2018
Q4 		$3K Hold
45
– – ﹤0.01% 1929
2018
Q3 		$3K Hold
45
– – ﹤0.01% 2015
2018
Q2 		$3K Sell
45
-13
-22% -$956 ﹤0.01% 1991
2018
Q1 		$4K Sell
58
-807
-93% -$59.5K ﹤0.01% 1897
2017
Q4 		$63K Buy
865
+820
+1,822% +$59.1K 0.01% 912
2017
Q3 		$3K Hold
45
– – ﹤0.01% 1900
2017
Q2 		$3K Buy
+45
New +$3.1K ﹤0.01% 1882
2016
Q4 		– Sell
-33
Closed -$2K – 1766
2016
Q3 		$2K Buy
+33
New +$2.22K ﹤0.01% 1540

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USAA
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