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

Aevitas 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	-3,869	Closed	-$297K	–	118
2021 Q4	$297K	Buy	3,869 +13	+0.3%	+$991	0.18%	102
2021 Q3	$291K	Sell	3,856 -200	-5%	-$15.5K	0.19%	105
2021 Q2	$306K	Buy	4,056 +24	+0.6%	+$1.81K	0.2%	103
2021 Q1	$294K	Hold	4,032	–	–	0.21%	98
2020 Q4	$296K	Sell	4,032 -371	-8%	-$26.1K	0.22%	90
2020 Q3	$300K	Hold	4,403	–	–	0.25%	85
2020 Q2	$291K	Sell	4,403 -276	-6%	-$17.9K	0.27%	85
2020 Q1	$290K	Sell	4,679 -1,000	-18%	-$70.3K	0.32%	78
2019 Q4	$423K	Buy	5,679 +281	+5%	+$20.9K	0.4%	68
2019 Q3	$396K	Hold	5,398	–	–	0.4%	72
2019 Q2	$392K	Sell	5,398 -1,370	-20%	-$98.5K	0.39%	71
2019 Q1	$487K	Sell	6,768 -1	-0%	-$70	0.43%	65
2018 Q4	$451K	Buy	6,769 +22	+0.3%	+$1.51K	0.46%	61
2018 Q3	$491K	Hold	6,747	–	–	0.44%	63
2018 Q2	$480K	Buy	6,747 +36	+0.5%	+$2.65K	0.47%	58
2018 Q1	$495K	Hold	6,711	–	–	0.49%	61
2017 Q4	$490K	Buy	+6,711	New	+$483K	0.46%	61

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

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

Aevitas Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 3,869 shares — an estimated $297K sold.

Aevitas Wealth Management first reported a position in EFAV in Q4 2017 and held it in 17 quarters. The position peaked at $495K in Q1 2018. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Aevitas Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Aevitas Wealth Management sold 3,869 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $297K.
Aevitas Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 17 quarters.
Aevitas Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $495K in Q1 2018.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Aevitas Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.