HWA
HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-64
| Closed | -$4.44K | – | 796 |
|
|
2024
Q2 | $4.44K | Buy |
+64
| New | +$4.44K | ﹤0.01% | 645 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | -$1K | – | 703 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 753 |
|
|
2022
Q1 | – | Sell |
-107
| Closed | -$8K | – | 713 |
|
|
2021
Q4 | $8K | Hold |
107
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $8K | Hold |
107
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $8K | Hold |
107
| – | – | ﹤0.01% | 487 |
|
|
2021
Q1 | $8K | Hold |
107
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $8K | Hold |
107
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 411 |
|
|
2020
Q2 | $7K | Sell |
107
-223
| -68% | -$14.6K | ﹤0.01% | 384 |
|
|
2020
Q1 | $20K | Buy |
+330
| New | +$20K | 0.01% | 297 |
|