FWM
Fortress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,361
| Closed | -$1.51M | – | 60 |
|
|
2023
Q1 | $1.51M | Sell |
22,361
-61
| -0.3% | -$4.13K | 1.06% | 28 |
|
|
2022
Q4 | $1.43M | Sell |
22,422
-32
| -0.1% | -$2.04K | 1.19% | 28 |
|
|
2022
Q3 | $1.28M | Buy |
22,454
+2,871
| +15% | +$164K | 1.3% | 26 |
|
|
2022
Q2 | $1.24M | Buy |
+19,583
| New | +$1.24M | 1.16% | 31 |
|