West Coast Financial’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
Q2 | – | Sell |
-5,030
| Closed | -$312K | – | 104 |
|
|
2020
Q1 | $312K | Sell |
5,030
-490
| -9% | -$30.4K | 0.08% | 82 |
|
|
2019
Q4 | $411K | Buy |
5,520
+125
| +2% | +$9.31K | 0.09% | 86 |
|
|
2019
Q3 | $395K | Hold |
5,395
| – | – | 0.09% | 87 |
|
|
2019
Q2 | $392K | Hold |
5,395
| – | – | 0.09% | 87 |
|
|
2019
Q1 | $388K | Sell |
5,395
-715
| -12% | -$51.4K | 0.09% | 91 |
|
|
2018
Q4 | $407K | Buy |
+6,110
| New | +$407K | 0.12% | 83 |
|