LWA
LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-80,407
| Closed | -$6.17M | – | 59 |
|
|
2021
Q4 | $6.17M | Buy |
80,407
+2,585
| +3% | +$198K | 2.53% | 17 |
|
|
2021
Q3 | $5.86M | Buy |
77,822
+2,202
| +3% | +$166K | 2.57% | 17 |
|
|
2021
Q2 | $5.71M | Buy |
75,620
+9,499
| +14% | +$718K | 2.54% | 18 |
|
|
2021
Q1 | $4.83M | Buy |
66,121
+6,274
| +10% | +$458K | 2.19% | 18 |
|
|
2020
Q4 | $4.39M | Buy |
59,847
+2,568
| +4% | +$189K | 1.97% | 19 |
|
|
2020
Q3 | $3.9M | Buy |
57,279
+1,022
| +2% | +$69.6K | 1.92% | 17 |
|
|
2020
Q2 | $3.72M | Buy |
56,257
+5,188
| +10% | +$343K | 1.95% | 18 |
|
|
2020
Q1 | $3.17M | Sell |
51,069
-298
| -0.6% | -$18.5K | 2.06% | 12 |
|
|
2019
Q4 | $3.83M | Buy |
+51,367
| New | +$3.83M | 1.97% | 15 |
|