Wellesley Investment Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$334K Sell
2020
Q2
$327K Sell
2020
Q1
$342K Sell
2019
Q4
$465K Buy
2019
Q3
$333K Buy
2019
Q2
$293K Buy
2019
Q1
$278K Sell
2018
Q4
$272K Buy
2018
Q3
Sell
2018
Q2
$202K Sell
2018
Q1
$220K Buy