SWM
Sequoia Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,880
| Closed | -$647K | – | 64 |
|
|
2018
Q3 | $647K | Sell |
8,880
-481
| -5% | -$35K | 0.56% | 37 |
|
|
2018
Q2 | $657K | Buy |
9,361
+1,859
| +25% | +$130K | 0.7% | 35 |
|
|
2018
Q1 | $552K | Buy |
7,502
+2,420
| +48% | +$178K | 0.53% | 33 |
|
|
2017
Q4 | $378K | Buy |
+5,082
| New | +$378K | 0.34% | 37 |
|