GWP
Gateway Wealth Partners’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 | $1.12M | Sell |
13,350
-126
| -0.9% | -$10.6K | 0.21% | 109 |
|
2025
Q1 | $1.05M | Sell |
13,476
-100
| -0.7% | -$7.79K | 0.24% | 107 |
|
2024
Q4 | $960K | Buy |
13,576
+53
| +0.4% | +$3.75K | 0.25% | 95 |
|
2024
Q3 | $1.04M | Sell |
13,523
-33,679
| -71% | -$2.58M | 0.29% | 86 |
|
2024
Q2 | $3.27M | Sell |
47,202
-1,062
| -2% | -$73.7K | 0.99% | 23 |
|
2024
Q1 | $3.42M | Sell |
48,264
-1,606
| -3% | -$114K | 1.23% | 20 |
|
2023
Q4 | $3.46M | Sell |
49,870
-2,441
| -5% | -$169K | 1.39% | 17 |
|
2023
Q3 | $3.41M | Sell |
52,311
-1,228
| -2% | -$80.1K | 0.62% | 35 |
|
2023
Q2 | $3.61M | Sell |
53,539
-2,868
| -5% | -$194K | 0.65% | 33 |
|
2023
Q1 | $3.82M | Sell |
56,407
-1,844
| -3% | -$125K | 0.59% | 31 |
|
2022
Q4 | $3.7M | Buy |
+58,251
| New | +$3.7M | 0.64% | 29 |
|