WWM
WT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,038
| Closed | -$411K | – | 112 |
|
|
2020
Q3 | $411K | Sell |
6,038
-3,322
| -35% | -$226K | 0.27% | 77 |
|
|
2020
Q2 | $618K | Buy |
9,360
+1,093
| +13% | +$72.2K | 0.5% | 50 |
|
|
2020
Q1 | $512K | Sell |
8,267
-31,416
| -79% | -$1.95M | 0.54% | 41 |
|
|
2019
Q4 | $2.96M | Buy |
39,683
+781
| +2% | +$58.2K | 2.25% | 8 |
|
|
2019
Q3 | $2.85M | Buy |
+38,902
| New | +$2.85M | 2.48% | 7 |
|