SHWM
Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,922
| Closed | -$221K | – | 114 |
|
|
2021
Q2 | $221K | Sell |
2,922
-1,785
| -38% | -$135K | 0.17% | 84 |
|
|
2021
Q1 | $344K | Sell |
4,707
-3,700
| -44% | -$270K | 0.31% | 69 |
|
|
2020
Q4 | $617K | Sell |
8,407
-8,208
| -49% | -$602K | 0.56% | 47 |
|
|
2020
Q3 | $1.13M | Sell |
16,615
-3,287
| -17% | -$224K | 1.17% | 21 |
|
|
2020
Q2 | $1.32M | Sell |
19,902
-4,244
| -18% | -$280K | 1.58% | 15 |
|
|
2020
Q1 | $1.5M | Buy |
24,146
+23,930
| +11,079% | +$1.48M | 1.98% | 16 |
|
|
2019
Q4 | $4.4K | Buy |
+216
| New | +$4.4K | 3.37% | 8 |
|