SPWG
Syntegra Private Wealth Group’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 | $332K | Sell |
3,949
-64
| -2% | -$5.38K | 0.03% | 143 |
|
|
2025
Q1 | $313K | Buy |
4,013
+99
| +3% | +$7.71K | 0.04% | 125 |
|
|
2024
Q4 | $277K | Sell |
3,914
-555
| -12% | -$39.2K | 0.03% | 127 |
|
|
2024
Q3 | $343K | Buy |
4,469
+38
| +0.9% | +$2.92K | 0.04% | 113 |
|
|
2024
Q2 | $307K | Sell |
4,431
-194
| -4% | -$13.5K | 0.04% | 110 |
|
|
2024
Q1 | $328K | Buy |
4,625
+140
| +3% | +$9.92K | 0.04% | 102 |
|
|
2023
Q4 | $311K | Hold |
4,485
| – | – | 0.04% | 99 |
|
|
2023
Q3 | $293K | Sell |
4,485
-144
| -3% | -$9.39K | 0.05% | 98 |
|
|
2023
Q2 | $312K | Buy |
4,629
+39
| +0.8% | +$2.63K | 0.05% | 100 |
|
|
2023
Q1 | $311K | Buy |
4,590
+40
| +0.9% | +$2.71K | 0.06% | 93 |
|
|
2022
Q4 | $289K | Buy |
+4,550
| New | +$289K | 0.06% | 85 |
|