AWM
Aries Wealth Management’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 | $486K | Sell |
5,776
-12,964
| -69% | -$1.09M | 0.13% | 138 |
|
|
2025
Q1 | $1.46M | Buy |
18,740
+590
| +3% | +$46K | 0.4% | 65 |
|
|
2024
Q4 | $1.28M | Sell |
18,150
-1,264
| -7% | -$89.4K | 0.35% | 68 |
|
|
2024
Q3 | $1.49M | Sell |
19,414
-481
| -2% | -$36.9K | 0.41% | 59 |
|
|
2024
Q2 | $1.38M | Buy |
19,895
+260
| +1% | +$18K | 0.43% | 57 |
|
|
2024
Q1 | $1.39M | Buy |
19,635
+264
| +1% | +$18.7K | 0.45% | 60 |
|
|
2023
Q4 | $1.34M | Buy |
19,371
+103
| +0.5% | +$7.14K | 0.48% | 57 |
|
|
2023
Q3 | $1.26M | Buy |
19,268
+664
| +4% | +$43.3K | 0.49% | 60 |
|
|
2023
Q2 | $1.26M | Buy |
18,604
+5,217
| +39% | +$352K | 0.49% | 58 |
|
|
2023
Q1 | $906K | Buy |
13,387
+8,265
| +161% | +$559K | 0.37% | 75 |
|
|
2022
Q4 | $326K | Buy |
5,122
+1,327
| +35% | +$84.4K | 0.14% | 133 |
|
|
2022
Q3 | $222K | Buy |
+3,795
| New | +$222K | 0.1% | 165 |
|