JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.29M | Sell |
18,630
-164,307
| -90% | -$11.4M | 0.27% | 38 |
|
|
2024
Q1 | $13M | Buy |
182,937
+1,745
| +1% | +$124K | 2.76% | 10 |
|
|
2023
Q4 | $12.6M | Sell |
181,192
-3,406
| -2% | -$236K | 3.03% | 10 |
|
|
2023
Q3 | $12M | Sell |
184,598
-1,705
| -0.9% | -$111K | 3.17% | 10 |
|
|
2023
Q2 | $12.6M | Sell |
186,303
-3,549
| -2% | -$240K | 3.46% | 10 |
|
|
2023
Q1 | $13.1M | Sell |
189,852
-9,294
| -5% | -$644K | 3.73% | 10 |
|
|
2022
Q4 | $13.2M | Sell |
199,146
-11,206
| -5% | -$740K | 3.7% | 7 |
|
|
2022
Q3 | $12M | Sell |
210,352
-3,462
| -2% | -$197K | 3.89% | 8 |
|
|
2022
Q2 | $14M | Sell |
213,814
-12,762
| -6% | -$838K | 4.17% | 7 |
|
|
2022
Q1 | $16.3M | Buy |
226,576
+2,387
| +1% | +$172K | 4.51% | 7 |
|
|
2021
Q4 | $17.2M | Sell |
224,189
-2,257
| -1% | -$173K | 5.15% | 5 |
|
|
2021
Q3 | $17.1M | Sell |
226,446
-10,949
| -5% | -$825K | 6.03% | 3 |
|
|
2021
Q2 | $17.9M | Buy |
237,395
+6,393
| +3% | +$483K | 6.51% | 3 |
|
|
2021
Q1 | $16.9M | Sell |
231,002
-2,980
| -1% | -$218K | 6.73% | 3 |
|
|
2020
Q4 | $17.2M | Sell |
233,982
-1,718
| -0.7% | -$126K | 8.32% | 3 |
|
|
2020
Q3 | $16.1M | Sell |
235,700
-21,565
| -8% | -$1.47M | 8.63% | 3 |
|
|
2020
Q2 | $17M | Buy |
257,265
+246,023
| +2,188% | +$16.3M | 9.55% | 3 |
|
|
2020
Q1 | $698K | Buy |
+11,242
| New | +$698K | 0.39% | 21 |
|