BW
Biegel & Waller’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $1.39M | Buy |
19,029
+471
| +3% | +$34.5K | 0.78% | 24 |
|
2019
Q2 | $1.35M | Buy |
18,558
+1,949
| +12% | +$142K | 0.69% | 24 |
|
2019
Q1 | $1.2M | Buy |
16,609
+2,075
| +14% | +$149K | 0.62% | 26 |
|
2018
Q4 | $969K | Buy |
14,534
+10,295
| +243% | +$686K | 0.57% | 27 |
|
2018
Q3 | $309K | Buy |
+4,239
| New | +$309K | 0.18% | 55 |
|
2017
Q1 | – | Sell |
-10,059
| Closed | -$633K | – | 53 |
|
2016
Q4 | $633K | Buy |
+10,059
| New | +$633K | 0.44% | 19 |
|