BWM
Brickley 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 | $2.61M | Sell |
31,069
-116
| -0.4% | -$9.75K | 0.51% | 18 |
|
|
2025
Q1 | $2.43M | Buy |
31,185
+37
| +0.1% | +$2.88K | 0.5% | 18 |
|
|
2024
Q4 | $2.2M | Buy |
31,148
+280
| +0.9% | +$19.8K | 0.45% | 18 |
|
|
2024
Q3 | $2.37M | Buy |
30,868
+58
| +0.2% | +$4.45K | 0.48% | 19 |
|
|
2024
Q2 | $2.14M | Buy |
30,810
+11
| +0% | +$763 | 0.47% | 19 |
|
|
2024
Q1 | $2.18M | Buy |
30,799
+669
| +2% | +$47.4K | 0.5% | 19 |
|
|
2023
Q4 | $2.09M | Buy |
30,130
+3
| +0% | +$208 | 0.5% | 19 |
|
|
2023
Q3 | $1.96M | Sell |
30,127
-1,328
| -4% | -$86.6K | 0.52% | 20 |
|
|
2023
Q2 | $2.12M | Buy |
31,455
+133
| +0.4% | +$8.98K | 0.54% | 20 |
|
|
2023
Q1 | $2.12M | Buy |
31,322
+2,873
| +10% | +$194K | 0.58% | 20 |
|
|
2022
Q4 | $1.81M | Sell |
28,449
-302
| -1% | -$19.2K | 0.54% | 20 |
|
|
2022
Q3 | $1.64M | Sell |
28,751
-926
| -3% | -$52.8K | 0.54% | 20 |
|
|
2022
Q2 | $1.88M | Sell |
29,677
-2,696
| -8% | -$171K | 0.58% | 20 |
|
|
2022
Q1 | $2.34M | Sell |
32,373
-1,614
| -5% | -$116K | 0.62% | 19 |
|
|
2021
Q4 | $2.61M | Sell |
33,987
-908
| -3% | -$69.7K | 0.56% | 21 |
|
|
2021
Q3 | $2.63M | Sell |
34,895
-1,870
| -5% | -$141K | 0.66% | 21 |
|
|
2021
Q2 | $2.78M | Buy |
36,765
+362
| +1% | +$27.3K | 0.7% | 22 |
|
|
2021
Q1 | $2.66M | Buy |
36,403
+43
| +0.1% | +$3.14K | 0.71% | 21 |
|
|
2020
Q4 | $2.67M | Buy |
36,360
+3,667
| +11% | +$269K | 0.73% | 21 |
|
|
2020
Q3 | $2.23M | Buy |
32,693
+3,266
| +11% | +$223K | 0.62% | 21 |
|
|
2020
Q2 | $1.94M | Sell |
29,427
-129,804
| -82% | -$8.58M | 0.65% | 21 |
|
|
2020
Q1 | $9.88M | Buy |
159,231
+11,787
| +8% | +$731K | 4.1% | 6 |
|
|
2019
Q4 | $11M | Buy |
147,444
+137,617
| +1,400% | +$10.3M | 4% | 7 |
|
|
2019
Q3 | $720K | Buy |
+9,827
| New | +$720K | 0.3% | 23 |
|