RWA
Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-268
| Closed | -$20K | – | 541 |
|
|
2019
Q4 | $20K | Sell |
268
-40
| -13% | -$2.99K | ﹤0.01% | 415 |
|
|
2019
Q3 | $23K | Hold |
308
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $22K | Hold |
308
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $22K | Hold |
308
| – | – | 0.01% | 400 |
|
|
2018
Q4 | $21K | Hold |
308
| – | – | 0.01% | 373 |
|
|
2018
Q3 | $22K | Buy |
+308
| New | +$22K | 0.01% | 396 |
|