PWA
Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
17,800
-670
| -4% | -$56.3K | 0.25% | 35 |
|
|
2025
Q1 | $1.35M | Sell |
18,470
-161
| -0.9% | -$11.8K | 0.26% | 33 |
|
|
2024
Q4 | $1.32M | Sell |
18,631
-4,701
| -20% | -$332K | 0.24% | 33 |
|
|
2024
Q3 | $1.79M | Buy |
23,332
+453
| +2% | +$34.7K | 0.34% | 26 |
|
|
2024
Q2 | $1.59M | Sell |
22,879
-895
| -4% | -$62.1K | 0.33% | 25 |
|
|
2024
Q1 | $1.69M | Sell |
23,774
-1,552
| -6% | -$110K | 0.36% | 24 |
|
|
2023
Q4 | $1.76M | Sell |
25,326
-383
| -1% | -$26.6K | 0.42% | 24 |
|
|
2023
Q3 | $1.68M | Sell |
25,709
-5,324
| -17% | -$347K | 0.45% | 23 |
|
|
2023
Q2 | $2.09M | Sell |
31,033
-6,435
| -17% | -$433K | 0.55% | 21 |
|
|
2023
Q1 | $2.53M | Sell |
37,468
-2,518
| -6% | -$170K | 0.7% | 18 |
|
|
2022
Q4 | $2.54M | Sell |
39,986
-14,165
| -26% | -$901K | 0.77% | 18 |
|
|
2022
Q3 | $3.09M | Sell |
54,151
-9,185
| -15% | -$524K | 1.04% | 15 |
|
|
2022
Q2 | $4.01M | Sell |
63,336
-3,342
| -5% | -$212K | 1.32% | 12 |
|
|
2022
Q1 | $4.81M | Sell |
66,678
-7,008
| -10% | -$506K | 1.42% | 12 |
|
|
2021
Q4 | $5.66M | Sell |
73,686
-14,498
| -16% | -$1.11M | 1.63% | 12 |
|
|
2021
Q3 | $6.64M | Sell |
88,184
-321,354
| -78% | -$24.2M | 2.2% | 11 |
|
|
2021
Q2 | $30.9M | Buy |
409,538
+45,691
| +13% | +$3.45M | 10.97% | 2 |
|
|
2021
Q1 | $26.6M | Buy |
363,847
+22,894
| +7% | +$1.67M | 10.81% | 2 |
|
|
2020
Q4 | $25M | Buy |
340,953
+17,515
| +5% | +$1.29M | 11.01% | 2 |
|
|
2020
Q3 | $22M | Sell |
323,438
-1,767
| -0.5% | -$120K | 11.29% | 2 |
|
|
2020
Q2 | $21.5M | Buy |
325,205
+28,939
| +10% | +$1.91M | 11.44% | 2 |
|
|
2020
Q1 | $18.4M | Sell |
296,266
-6,910
| -2% | -$429K | 11.92% | 2 |
|
|
2019
Q4 | $22.6M | Buy |
303,176
+5,115
| +2% | +$381K | 12.92% | 2 |
|
|
2019
Q3 | $21.8M | Buy |
298,061
+9,255
| +3% | +$678K | 13.37% | 2 |
|
|
2019
Q2 | $21M | Buy |
288,806
+18,640
| +7% | +$1.35M | 13.28% | 2 |
|
|
2019
Q1 | $19.5M | Buy |
270,166
+16,045
| +6% | +$1.16M | 13.01% | 2 |
|
|
2018
Q4 | $16.9M | Buy |
254,121
+25,633
| +11% | +$1.71M | 13.42% | 2 |
|
|
2018
Q3 | $16.6M | Buy |
228,488
+16,551
| +8% | +$1.21M | 12.14% | 2 |
|
|
2018
Q2 | $15.1M | Buy |
211,937
+8,308
| +4% | +$591K | 12.22% | 2 |
|
|
2018
Q1 | $15M | Buy |
203,629
+51,367
| +34% | +$3.79M | 12.4% | 2 |
|
|
2017
Q4 | $11.1M | Buy |
+152,262
| New | +$11.1M | 10.04% | 2 |
|