PWA
Physician 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 | $3.09M | Sell |
36,731
-2,104
| -5% | -$177K | 0.48% | 40 |
|
|
2025
Q1 | $3.03M | Sell |
38,835
-1,698
| -4% | -$132K | 0.52% | 39 |
|
|
2024
Q4 | $2.87M | Sell |
40,533
-5,153
| -11% | -$364K | 0.48% | 37 |
|
|
2024
Q3 | $3.45M | Sell |
45,686
-5,153
| -10% | -$390K | 0.62% | 33 |
|
|
2024
Q2 | $3.64M | Sell |
50,839
-2,160
| -4% | -$155K | 0.67% | 32 |
|
|
2024
Q1 | $3.6M | Sell |
52,999
-1,605
| -3% | -$109K | 0.76% | 32 |
|
|
2023
Q4 | $3.76M | Sell |
54,604
-808
| -1% | -$55.7K | 0.84% | 27 |
|
|
2023
Q3 | $3.6M | Sell |
55,412
-3,364
| -6% | -$219K | 0.93% | 26 |
|
|
2023
Q2 | $3.96M | Sell |
58,776
-36
| -0.1% | -$2.42K | 0.98% | 27 |
|
|
2023
Q1 | $4.1M | Sell |
58,812
-2,151
| -4% | -$150K | 1.08% | 25 |
|
|
2022
Q4 | $4.06M | Sell |
60,963
-7,222
| -11% | -$481K | 1.1% | 24 |
|
|
2022
Q3 | $4M | Sell |
68,185
-3,755
| -5% | -$220K | 1.23% | 20 |
|
|
2022
Q2 | $4.74M | Sell |
71,940
-11,296
| -14% | -$745K | 1.37% | 16 |
|
|
2022
Q1 | $5.77M | Sell |
83,236
-2,322
| -3% | -$161K | 1.53% | 15 |
|
|
2021
Q4 | $6.47M | Sell |
85,558
-563
| -0.7% | -$42.5K | 1.7% | 12 |
|
|
2021
Q3 | $6.54M | Buy |
86,121
+199
| +0.2% | +$15.1K | 1.8% | 13 |
|
|
2021
Q2 | $6.57M | Sell |
85,922
-3,437
| -4% | -$263K | 1.88% | 13 |
|
|
2021
Q1 | $6.62M | Sell |
89,359
-1,599
| -2% | -$118K | 2.15% | 12 |
|
|
2020
Q4 | $6.72M | Sell |
90,958
-6,203
| -6% | -$458K | 2.29% | 10 |
|
|
2020
Q3 | $6.44M | Buy |
97,161
+1,527
| +2% | +$101K | 2.59% | 8 |
|
|
2020
Q2 | $6.46M | Buy |
95,634
+1,851
| +2% | +$125K | 2.6% | 8 |
|
|
2020
Q1 | $5.97M | Buy |
93,783
+404
| +0.4% | +$25.7K | 2.98% | 5 |
|
|
2019
Q4 | $6.99M | Buy |
93,379
+2,660
| +3% | +$199K | 3.11% | 5 |
|
|
2019
Q3 | $6.84M | Buy |
+90,719
| New | +$6.84M | 3.34% | 4 |
|