9258 Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

9258 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
2022 Q1	–	Sell	-3,629	Closed	-$279K	–	367
2021 Q4	$279K	Sell	3,629 -236	-6%	-$18K	0.06%	301
2021 Q3	$291K	Sell	3,865 -93	-2%	-$7.22K	0.08%	265
2021 Q2	$299K	Sell	3,958 -299	-7%	-$22.5K	0.08%	264
2021 Q1	$311K	Sell	4,257 -2,128	-33%	-$156K	0.09%	242
2020 Q4	$469K	Sell	6,385 -7,729	-55%	-$545K	0.15%	155
2020 Q3	$924K	Sell	14,114 -112	-0.8%	-$7.62K	0.35%	67
2020 Q2	$940K	Sell	14,226 -223	-2%	-$14.5K	0.38%	68
2020 Q1	$933K	Buy	14,449 +808	+6%	+$56.8K	0.41%	60
2019 Q4	$1.02M	Buy	+13,641	New	+$1.02M	0.37%	71

Other funds holding EFAV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

9258 Wealth Management's EFAV Position: Q1 2022 in Review

9258 Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 3,629 shares — an estimated $279K sold.

9258 Wealth Management first reported a position in EFAV in Q4 2019 and held it in 9 quarters. The position peaked at $1.02M in Q4 2019. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

9258 Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 3,629 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $279K.
9258 Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
9258 Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.02M in Q4 2019.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.