WCA
Westover Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,917
| Closed | -$214K | – | 168 |
|
|
2020
Q4 | $214K | Buy |
+2,917
| New | +$214K | 0.08% | 145 |
|
|
2020
Q1 | – | Sell |
-83,585
| Closed | -$6.23M | – | 124 |
|
|
2019
Q4 | $6.23M | Buy |
83,585
+1,142
| +1% | +$85.1K | 2.79% | 6 |
|
|
2019
Q3 | $6.04M | Buy |
82,443
+5,854
| +8% | +$429K | 2.85% | 6 |
|
|
2019
Q2 | $5.56M | Buy |
76,589
+9,959
| +15% | +$723K | 2.75% | 6 |
|
|
2019
Q1 | $4.8M | Buy |
66,630
+26,665
| +67% | +$1.92M | 2.49% | 7 |
|
|
2018
Q4 | $2.66M | Buy |
39,965
+12,850
| +47% | +$857K | 1.67% | 21 |
|
|
2018
Q3 | $1.97M | Buy |
+27,115
| New | +$1.97M | 1% | 37 |
|