EWM
Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-47,956
| Closed | -$3.57M | – | 637 |
|
|
2019
Q4 | $3.57M | Sell |
47,956
-583
| -1% | -$43.3K | 0.71% | 38 |
|
|
2019
Q3 | $3.56M | Buy |
48,539
+35,181
| +263% | +$2.58M | 0.82% | 33 |
|
|
2019
Q2 | $970K | Sell |
13,358
-444
| -3% | -$32.2K | 0.22% | 68 |
|
|
2019
Q1 | $993K | Buy |
13,802
+2,734
| +25% | +$197K | 0.24% | 68 |
|
|
2018
Q4 | $738K | Buy |
11,068
+8,893
| +409% | +$593K | 0.21% | 70 |
|
|
2018
Q3 | $158K | Buy |
2,175
+965
| +80% | +$70.1K | 0.04% | 160 |
|
|
2018
Q2 | $86K | Buy |
+1,210
| New | +$86K | 0.02% | 202 |
|