WFA
Wade Financial Advisory’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
Q1 | – | Sell |
-4,127
| Closed | -$303K | – | 69 |
|
|
2020
Q4 | $303K | Sell |
4,127
-47,640
| -92% | -$3.5M | 0.2% | 56 |
|
|
2020
Q3 | $3.53M | Buy |
51,767
+1,441
| +3% | +$98.2K | 2.78% | 9 |
|
|
2020
Q2 | $3.33M | Buy |
50,326
+1,768
| +4% | +$117K | 2.87% | 9 |
|
|
2020
Q1 | $3.01M | Sell |
48,558
-38,400
| -44% | -$2.38M | 3.01% | 12 |
|
|
2019
Q4 | $6.48M | Buy |
+86,958
| New | +$6.48M | 5.73% | 5 |
|