RWB
RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,366
| Closed | -$213K | – | 199 |
|
|
2022
Q2 | $213K | Buy |
3,366
+40
| +1% | +$2.53K | 0.05% | 181 |
|
|
2022
Q1 | $240K | Sell |
3,326
-1,920
| -37% | -$139K | 0.05% | 182 |
|
|
2021
Q4 | $403K | Sell |
5,246
-1,674
| -24% | -$129K | 0.12% | 78 |
|
|
2021
Q3 | $521K | Buy |
6,920
+374
| +6% | +$28.2K | 0.15% | 97 |
|
|
2021
Q2 | $494K | Buy |
6,546
+39
| +0.6% | +$2.94K | 0.16% | 94 |
|
|
2021
Q1 | $475K | Buy |
6,507
+2,120
| +48% | +$155K | 0.12% | 103 |
|
|
2020
Q4 | $322K | Sell |
4,387
-2,730
| -38% | -$200K | 0.16% | 105 |
|
|
2020
Q3 | $485K | Buy |
+7,117
| New | +$485K | 0.13% | 121 |
|