1WA
180 Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
2,978
-98
| -3% | -$8.24K | 0.03% | 367 |
|
|
2025
Q1 | $240K | Sell |
3,076
-20
| -0.6% | -$1.56K | 0.04% | 353 |
|
|
2024
Q4 | $219K | Sell |
3,096
-10
| -0.3% | -$707 | 0.03% | 374 |
|
|
2024
Q3 | $238K | Sell |
3,106
-333
| -10% | -$25.5K | 0.04% | 377 |
|
|
2024
Q2 | $245K | Buy |
3,439
+385
| +13% | +$27.5K | 0.04% | 359 |
|
|
2024
Q1 | $216K | Hold |
3,054
| – | – | 0.04% | 357 |
|
|
2023
Q4 | $210K | Sell |
3,054
-470
| -13% | -$32.4K | 0.04% | 347 |
|
|
2023
Q3 | $230K | Sell |
3,524
-115
| -3% | -$7.5K | 0.05% | 305 |
|
|
2023
Q2 | $245K | Sell |
3,639
-338
| -8% | -$22.7K | 0.05% | 291 |
|
|
2023
Q1 | $269K | Sell |
3,977
-263
| -6% | -$17.8K | 0.06% | 285 |
|
|
2022
Q4 | $283K | Sell |
4,240
-467
| -10% | -$31.2K | 0.07% | 274 |
|
|
2022
Q3 | $268K | Buy |
4,707
+20
| +0.4% | +$1.14K | 0.07% | 265 |
|
|
2022
Q2 | $298K | Sell |
4,687
-195
| -4% | -$12.4K | 0.08% | 257 |
|
|
2022
Q1 | $344K | Hold |
4,882
| – | – | 0.08% | 250 |
|
|
2021
Q4 | $359K | Sell |
4,882
-30
| -0.6% | -$2.21K | 0.08% | 239 |
|
|
2021
Q3 | $373K | Sell |
4,912
-105
| -2% | -$7.97K | 0.08% | 236 |
|
|
2021
Q2 | $390K | Sell |
5,017
-192
| -4% | -$14.9K | 0.09% | 218 |
|
|
2021
Q1 | $395K | Sell |
5,209
-938
| -15% | -$71.1K | 0.1% | 198 |
|
|
2020
Q4 | $455K | Sell |
6,147
-522
| -8% | -$38.6K | 0.13% | 160 |
|
|
2020
Q3 | $456K | Sell |
6,669
-671
| -9% | -$45.9K | 0.17% | 125 |
|
|
2020
Q2 | $497K | Sell |
7,340
-16,667
| -69% | -$1.13M | 0.2% | 111 |
|
|
2020
Q1 | $1.46M | Sell |
24,007
-1,627
| -6% | -$98.7K | 0.76% | 30 |
|
|
2019
Q4 | $1.93M | Sell |
25,634
-2,079
| -8% | -$156K | 0.77% | 26 |
|
|
2019
Q3 | $2.04M | Sell |
27,713
-2,867
| -9% | -$211K | 0.9% | 22 |
|
|
2019
Q2 | $2.19M | Sell |
30,580
-2,891
| -9% | -$207K | 0.99% | 20 |
|
|
2019
Q1 | $2.38M | Buy |
33,471
+2,733
| +9% | +$195K | 1.08% | 17 |
|
|
2018
Q4 | $2.24M | Sell |
30,738
-567
| -2% | -$41.3K | 1.04% | 16 |
|
|
2018
Q3 | $2.28M | Buy |
31,305
+2,974
| +10% | +$217K | 1.05% | 17 |
|
|
2018
Q2 | $2.02M | Buy |
28,331
+10,816
| +62% | +$769K | 1% | 19 |
|
|
2018
Q1 | $1.29M | Buy |
17,515
+6,766
| +63% | +$498K | 0.67% | 43 |
|
|
2017
Q4 | $784K | Buy |
+10,749
| New | +$784K | 0.4% | 78 |
|