PPWP
Premier Path Wealth Partners’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 | $720K | Sell |
8,564
-63
| -0.7% | -$5.3K | 0.1% | 209 |
|
|
2025
Q1 | $672K | Sell |
8,627
-147
| -2% | -$11.5K | 0.1% | 197 |
|
|
2024
Q4 | $620K | Sell |
8,774
-75
| -0.8% | -$5.3K | 0.09% | 204 |
|
|
2024
Q3 | $679K | Sell |
8,849
-288
| -3% | -$22.1K | 0.11% | 195 |
|
|
2024
Q2 | $634K | Sell |
9,137
-636
| -7% | -$44.1K | 0.11% | 190 |
|
|
2024
Q1 | $693K | Sell |
9,773
-2,952
| -23% | -$209K | 0.13% | 165 |
|
|
2023
Q4 | $878K | Buy |
+12,725
| New | +$878K | 0.19% | 136 |
|