BWP
Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-230
| Closed | -$16K | – | 1112 |
|
|
2024
Q2 | $16K | Hold |
230
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $16.3K | Hold |
230
| – | – | ﹤0.01% | 511 |
|
|
2023
Q4 | $15.9K | Hold |
230
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $15K | Hold |
230
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $15.5K | Hold |
230
| – | – | ﹤0.01% | 563 |
|
|
2023
Q1 | $15.6K | Sell |
230
-198
| -46% | -$13.4K | ﹤0.01% | 578 |
|
|
2022
Q4 | $27.2K | Hold |
428
| – | – | ﹤0.01% | 505 |
|
|
2022
Q3 | $24K | Hold |
428
| – | – | ﹤0.01% | 429 |
|
|
2022
Q2 | $27K | Buy |
428
+198
| +86% | +$12.5K | ﹤0.01% | 439 |
|
|
2022
Q1 | $17K | Hold |
230
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $18K | Hold |
230
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $17K | Hold |
230
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $17K | Hold |
230
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $17K | Hold |
230
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $17K | Hold |
230
| – | – | ﹤0.01% | 415 |
|
|
2020
Q3 | $16K | Hold |
230
| – | – | ﹤0.01% | 402 |
|
|
2020
Q2 | $15K | Hold |
230
| – | – | ﹤0.01% | 408 |
|
|
2020
Q1 | $14K | Hold |
230
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $17K | Hold |
230
| – | – | ﹤0.01% | 415 |
|
|
2019
Q3 | $17K | Hold |
230
| – | – | ﹤0.01% | 416 |
|
|
2019
Q2 | $17K | Hold |
230
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $17K | Hold |
230
| – | – | ﹤0.01% | 410 |
|
|
2018
Q4 | $15K | Hold |
230
| – | – | ﹤0.01% | 405 |
|
|
2018
Q3 | $17K | Hold |
230
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $16K | Buy |
+230
| New | +$16K | ﹤0.01% | 422 |
|