Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-79
| Closed | -$6K | – | 905 |
|
|
2019
Q1 | $6K | Buy |
79
+34
| +76% | +$2.58K | ﹤0.01% | 1733 |
|
|
2018
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 1928 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 2013 |
|
|
2018
Q2 | $3K | Sell |
45
-13
| -22% | -$867 | ﹤0.01% | 1989 |
|
|
2018
Q1 | $4K | Sell |
58
-807
| -93% | -$55.7K | ﹤0.01% | 1897 |
|
|
2017
Q4 | $63K | Buy |
865
+820
| +1,822% | +$59.7K | 0.01% | 912 |
|
|
2017
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1900 |
|
|
2017
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1882 |
|
|
2016
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1767 |
|
|
2016
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1540 |
|