LWM
Liberty 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 | $244K | Buy |
+2,905
| New | +$244K | 0.04% | 195 |
|
|
2021
Q4 | – | Sell |
-2,301
| Closed | -$173K | – | 428 |
|
|
2021
Q3 | $173K | Sell |
2,301
-248
| -10% | -$18.6K | 0.06% | 186 |
|
|
2021
Q2 | $193K | Buy |
2,549
+42
| +2% | +$3.18K | 0.08% | 140 |
|
|
2021
Q1 | $183K | Hold |
2,507
| – | – | 0.09% | 113 |
|
|
2020
Q4 | $183K | Sell |
2,507
-534
| -18% | -$39K | 0.09% | 112 |
|
|
2020
Q3 | $207K | Sell |
3,041
-3,898
| -56% | -$265K | 0.12% | 91 |
|
|
2020
Q2 | $458K | Buy |
6,939
+28
| +0.4% | +$1.85K | 0.32% | 50 |
|
|
2020
Q1 | $429K | Hold |
6,911
| – | – | 0.37% | 46 |
|
|
2019
Q4 | $515K | Buy |
6,911
+45
| +0.7% | +$3.35K | 0.41% | 47 |
|
|
2019
Q3 | $503K | Hold |
6,866
| – | – | 0.48% | 40 |
|
|
2019
Q2 | $499K | Buy |
6,866
+35
| +0.5% | +$2.54K | 0.44% | 51 |
|
|
2019
Q1 | $491K | Hold |
6,831
| – | – | 0.37% | 40 |
|
|
2018
Q4 | $455K | Buy |
+6,831
| New | +$455K | 0.34% | 43 |
|