TWA
TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,100
| Closed | -$142K | – | 798 |
|
|
2023
Q1 | $142K | Buy |
+2,100
| New | +$142K | 0.02% | 227 |
|
|
2022
Q4 | – | Sell |
-56
| Closed | -$3K | – | 2540 |
|
|
2022
Q3 | $3K | Sell |
56
-10
| -15% | -$536 | ﹤0.01% | 1756 |
|
|
2022
Q2 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 1609 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$224K | – | 1528 |
|
|
2019
Q4 | $224K | Buy |
+3,000
| New | +$224K | 0.09% | 164 |
|