WA1
Wimmer Associates 1’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,110
| Closed | -$224K | – | 111 |
|
|
2022
Q1 | $224K | Hold |
3,110
| – | – | 0.12% | 112 |
|
|
2021
Q4 | $239K | Hold |
3,110
| – | – | 0.13% | 114 |
|
|
2021
Q3 | $234K | Hold |
3,110
| – | – | 0.14% | 114 |
|
|
2021
Q2 | $235K | Hold |
3,110
| – | – | 0.14% | 111 |
|
|
2021
Q1 | $227K | Hold |
3,110
| – | – | 0.12% | 106 |
|
|
2020
Q4 | $228K | Hold |
3,110
| – | – | 0.14% | 108 |
|
|
2020
Q3 | $212K | Hold |
3,110
| – | – | 0.14% | 102 |
|
|
2020
Q2 | $210K | Buy |
+3,110
| New | +$210K | 0.16% | 100 |
|