AWM
Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-707
| Closed | -$45K | – | 566 |
|
|
2022
Q3 | $45K | Hold |
707
| – | – | 0.02% | 245 |
|
|
2022
Q2 | $45K | Hold |
707
| – | – | 0.02% | 267 |
|
|
2022
Q1 | $51K | Hold |
707
| – | – | 0.02% | 247 |
|
|
2021
Q4 | $54K | Hold |
707
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $53K | Hold |
707
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $53K | Hold |
707
| – | – | 0.02% | 225 |
|
|
2021
Q1 | $52K | Hold |
707
| – | – | 0.02% | 207 |
|
|
2020
Q4 | $52K | Buy |
+707
| New | +$52K | 0.03% | 208 |
|