GWM
GDS 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
Q2 | $323K | Hold |
3,839
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $299K | Sell |
3,839
-168
| -4% | -$13.1K | 0.03% | 137 |
|
|
2024
Q4 | $283K | Sell |
4,007
-287
| -7% | -$20.3K | 0.03% | 143 |
|
|
2024
Q3 | $329K | Sell |
4,294
-215
| -5% | -$16.5K | 0.03% | 134 |
|
|
2024
Q2 | $313K | Sell |
4,509
-374
| -8% | -$25.9K | 0.03% | 108 |
|
|
2024
Q1 | $346K | Sell |
4,883
-504
| -9% | -$35.7K | 0.04% | 109 |
|
|
2023
Q4 | $374K | Sell |
5,387
-961
| -15% | -$66.6K | 0.05% | 99 |
|
|
2023
Q3 | $414K | Sell |
6,348
-557
| -8% | -$36.3K | 0.07% | 83 |
|
|
2023
Q2 | $466K | Sell |
6,905
-369
| -5% | -$24.9K | 0.08% | 84 |
|
|
2023
Q1 | $492K | Sell |
7,274
-1,229
| -14% | -$83.1K | 0.09% | 74 |
|
|
2022
Q4 | $541K | Sell |
8,503
-639
| -7% | -$40.6K | 0.1% | 72 |
|
|
2022
Q3 | $521K | Sell |
9,142
-440
| -5% | -$25.1K | 0.12% | 66 |
|
|
2022
Q2 | $607K | Sell |
9,582
-271
| -3% | -$17.2K | 0.14% | 66 |
|
|
2022
Q1 | $696K | Sell |
9,853
-15
| -0.2% | -$1.06K | 0.15% | 65 |
|
|
2021
Q4 | $758K | Buy |
+9,868
| New | +$758K | 0.17% | 63 |
|