EFA
Edge Financial Advisors’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,338
| Closed | -$270K | – | 127 |
|
|
2025
Q1 | $270K | Buy |
4,338
+12
| +0.3% | +$746 | 0.17% | 83 |
|
|
2024
Q4 | $292K | Sell |
4,326
-160
| -4% | -$10.8K | 0.26% | 73 |
|
|
2024
Q3 | $298K | Buy |
+4,486
| New | +$298K | 0.26% | 74 |
|
|
2024
Q1 | $322K | Buy |
+5,072
| New | +$322K | 0.28% | 93 |
|