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Western Pacific Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Western Pacific Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-550
Closed -$42.2K – 229
2024
Q3 		$42.2K Buy
+550
New +$40.6K 0.03% 174
2024
Q2 		– Sell
-52
Closed -$3.69K – 242
2024
Q1 		$3.69K Buy
+52
New +$3.62K ﹤0.01% 223
2023
Q3 		– Sell
-475
Closed -$32.1K – 280
2023
Q2 		$32.1K Hold
475
– – 0.02% 166
2023
Q1 		$32.1K Hold
475
– – 0.02% 168
2022
Q4 		$30.2K Hold
475
– – 0.03% 160
2022
Q3 		$27K Hold
475
– – 0.03% 149
2022
Q2 		$30K Hold
475
– – 0.03% 103
2022
Q1 		$34K Hold
475
– – 0.02% 115
2021
Q4 		$36K Buy
+475
New +$36.2K 0.02% 130

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Morgan Stanley
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Envestnet Asset Management
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WBG
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Northwestern Mutual Wealth Management
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Financial Engines Advisors
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LPL Financial
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SAM
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