CWM
Cedar 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
Q1 | – | Sell |
-261
| Closed | -$18.5K | – | 198 |
|
|
2024
Q4 | $18.5K | Hold |
261
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $20K | Sell |
261
-300
| -53% | -$23K | 0.01% | 189 |
|
|
2024
Q2 | $38.9K | Hold |
561
| – | – | 0.01% | 169 |
|
|
2024
Q1 | $39.8K | Hold |
561
| – | – | 0.01% | 177 |
|
|
2023
Q4 | $38.9K | Hold |
561
| – | – | 0.01% | 169 |
|
|
2023
Q3 | $36.6K | Hold |
561
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $37.9K | Hold |
561
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $38K | Hold |
561
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $35.7K | Hold |
561
| – | – | 0.02% | 165 |
|
|
2022
Q3 | $32K | Hold |
561
| – | – | 0.02% | 188 |
|
|
2022
Q2 | $36K | Hold |
561
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $40K | Hold |
561
| – | – | 0.02% | 193 |
|
|
2021
Q4 | $43K | Hold |
561
| – | – | 0.02% | 191 |
|
|
2021
Q3 | $42K | Hold |
561
| – | – | 0.02% | 170 |
|
|
2021
Q2 | $42K | Hold |
561
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $41K | Sell |
561
-1,743
| -76% | -$127K | 0.02% | 165 |
|
|
2020
Q4 | $169K | Hold |
2,304
| – | – | 0.09% | 95 |
|
|
2020
Q3 | $157K | Hold |
2,304
| – | – | 0.1% | 95 |
|
|
2020
Q2 | $152K | Buy |
2,304
+33
| +1% | +$2.18K | 0.1% | 92 |
|
|
2020
Q1 | $141K | Buy |
+2,271
| New | +$141K | 0.1% | 95 |
|