AWC
EFAV icon

Adamsbrown Wealth Consultants’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Adamsbrown Wealth Consultants’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
Q3 		– Sell
-4,964
Closed -$314K – 79
2022
Q2 		$314K Sell
4,964
-2,368
-32% -$159K 0.25% 59
2022
Q1 		$529K Sell
7,332
-3,090
-30% -$224K 0.42% 44
2021
Q4 		$800K Buy
+10,422
New +$794K 0.72% 30

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adamsbrown Wealth Consultants's EFAV Position: Q3 2022 in Review

Adamsbrown Wealth Consultants sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 4,964 shares — an estimated $314K sold.

Adamsbrown Wealth Consultants first reported a position in EFAV in Q4 2021 and held it in 3 quarters. The position peaked at $800K in Q4 2021. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Adamsbrown Wealth Consultants reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 4,964 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $314K.
  • Adamsbrown Wealth Consultants first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 3 quarters.
  • Adamsbrown Wealth Consultants's iShares MSCI EAFE Min Vol Factor ETF position peaked at $800K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q3 2022, filed 27 Oct 2022.