MWA
MFA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-249,003
| Closed | -$16.4M | – | 85 |
|
|
2020
Q2 | $16.4M | Buy |
249,003
+208,950
| +522% | +$13.8M | 10.63% | 2 |
|
|
2020
Q1 | $2.49M | Buy |
+40,053
| New | +$2.49M | 2.42% | 14 |
|
|
2019
Q2 | – | Sell |
-37,439
| Closed | -$2.7M | – | 45 |
|
|
2019
Q1 | $2.7M | Buy |
+37,439
| New | +$2.7M | 1.78% | 15 |
|
|
2018
Q4 | – | Sell |
-38,553
| Closed | -$2.66M | – | 45 |
|
|
2018
Q3 | $2.66M | Sell |
38,553
-992
| -3% | -$68.4K | 1.98% | 14 |
|
|
2018
Q2 | $2.86M | Buy |
39,545
+1,342
| +4% | +$97.2K | 1.88% | 13 |
|
|
2018
Q1 | $2.83M | Buy |
38,203
+482
| +1% | +$35.7K | 2.13% | 12 |
|
|
2017
Q4 | $2.84M | Buy |
+37,721
| New | +$2.84M | 1.93% | 16 |
|