PFWA
Paces Ferry 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
Q1 | – | Sell |
-3,147
| Closed | -$218K | – | 112 |
|
|
2023
Q4 | $218K | Buy |
+3,147
| New | +$218K | 0.15% | 100 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$216K | – | 107 |
|
|
2022
Q1 | $216K | Buy |
3,000
+336
| +13% | +$24.2K | 0.17% | 113 |
|
|
2021
Q4 | $204K | Buy |
+2,664
| New | +$204K | 0.15% | 111 |
|
|
2021
Q3 | – | Sell |
-3,015
| Closed | -$228K | – | 117 |
|
|
2021
Q2 | $228K | Buy |
+3,015
| New | +$228K | 0.17% | 118 |
|
|
2021
Q1 | – | Sell |
-3,053
| Closed | -$224K | – | 119 |
|
|
2020
Q4 | $224K | Buy |
3,053
+323
| +12% | +$23.7K | 0.2% | 102 |
|
|
2020
Q3 | $186K | Buy |
+2,730
| New | +$186K | 0.16% | 109 |
|