6 Meridian’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

6 Meridian’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
2021 Q4	$5.45M	Buy	70,945 +1,936	+3%	+$148K	0.4%	45
2021 Q3	$5.2M	Buy	69,009 +3,041	+5%	+$236K	0.41%	45
2021 Q2	$4.98M	Buy	65,968 +4,291	+7%	+$323K	0.39%	45
2021 Q1	$4.5M	Buy	61,677 +11,457	+23%	+$841K	0.38%	41
2020 Q4	$3.69M	Buy	50,220 +421	+0.8%	+$29.7K	0.35%	45
2020 Q3	$3.39M	Sell	49,799 -1,540	-3%	-$105K	0.35%	48
2020 Q2	$3.39M	Sell	51,339 -2,296	-4%	-$149K	0.36%	50
2020 Q1	$3.33M	Buy	53,635 +6,542	+14%	+$460K	0.35%	76
2019 Q4	$3.51M	Sell	47,093 -210	-0.4%	-$15.6K	0.31%	82
2019 Q3	$3.47M	Buy	47,303 +1,485	+3%	+$108K	0.34%	79
2019 Q2	$3.33M	Buy	45,818 +798	+2%	+$57.4K	0.33%	78
2019 Q1	$3.24M	Sell	45,020 -14,790	-25%	-$1.04M	0.33%	76
2018 Q4	$3.99M	Sell	59,810 -16,908	-22%	-$1.16M	0.46%	65
2018 Q3	$5.59M	Sell	76,718 -1,599	-2%	-$115K	0.57%	62
2018 Q2	$5.57M	Buy	78,317 +702	+0.9%	+$51.6K	0.59%	59
2018 Q1	$5.72M	Buy	77,615 +19,269	+33%	+$1.42M	0.64%	55
2017 Q4	$4.26M	Buy	+58,346	New	+$4.2M	0.49%	65

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

6 Meridian's EFAV Position: Q4 2021 in Review

6 Meridian increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 2.8% in Q4 2021, buying an estimated $148K and bringing the position to 70,945 shares worth $5.45M. The position accounts for 0.4% of the portfolio, ranked #45.

6 Meridian first reported a position in EFAV in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.72M in Q1 2018. 576 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

6 Meridian held 70,945 shares of iShares MSCI EAFE Min Vol Factor ETF worth $5.45M as of Q4 2021.
6 Meridian bought 1,936 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $148K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.4% of 6 Meridian's portfolio in Q4 2021, its #45 holding.
6 Meridian first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's iShares MSCI EAFE Min Vol Factor ETF position peaked at $5.72M in Q1 2018.
576 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.