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AJ Wealth Strategies’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

AJ Wealth Strategies’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
Q4 		– Sell
-5,368
Closed -$306K – 305
2022
Q3 		$306K Hold
5,368
– – 0.02% 234
2022
Q2 		$340K Hold
5,368
– – 0.02% 225
2022
Q1 		$387K Hold
5,368
– – 0.02% 226
2021
Q4 		$412K Hold
5,368
– – 0.02% 215
2021
Q3 		$404K Hold
5,368
– – 0.02% 210
2021
Q2 		$405K Buy
5,368
+1,085
+25% +$81.7K 0.02% 197
2021
Q1 		$313K Sell
4,283
-1,757
-29% -$129K 0.02% 208
2020
Q4 		$443K Hold
6,040
– – 0.04% 155
2020
Q3 		$412K Sell
6,040
-20
-0.3% -$1.36K 0.04% 144
2020
Q2 		$400K Sell
6,060
-1,207
-17% -$78.3K 0.04% 139
2020
Q1 		$451K Buy
7,267
+32
+0.4% +$2.25K 0.06% 103
2019
Q4 		$539K Hold
7,235
– – 0.06% 77
2019
Q3 		$530K Sell
7,235
-1,024
-12% -$74.1K 0.07% 72
2019
Q2 		$600K Sell
8,259
-697
-8% -$50.1K 0.09% 64
2019
Q1 		$645K Hold
8,956
– – 0.11% 61
2018
Q4 		$597K Sell
8,956
-2,427
-21% -$167K 0.12% 57
2018
Q3 		$829K Hold
11,383
– – 0.15% 49
2018
Q2 		$810K Sell
11,383
-1,078
-9% -$79.3K 0.17% 48
2018
Q1 		$918K Sell
12,461
-2,067
-14% -$153K 0.22% 45
2017
Q4 		$1.06M Buy
14,528
+11
+0.1% +$792 0.26% 45
2017
Q3 		$1.03M Sell
14,517
-1,285
-8% -$90.5K 0.34% 41
2017
Q2 		$1.09M Sell
15,802
-1,176
-7% -$81.1K 0.42% 40
2017
Q1 		$1.12M Sell
16,978
-349
-2% -$22.3K 0.49% 39
2016
Q4 		$1.06M Buy
+17,327
New +$1.1M 0.55% 37

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJ Wealth Strategies's EFAV Position: Q4 2022 in Review

AJ Wealth Strategies sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 5,368 shares — an estimated $306K sold.

AJ Wealth Strategies first reported a position in EFAV in Q4 2016 and held it in 24 quarters. The position peaked at $1.12M in Q1 2017. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • AJ Wealth Strategies reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 5,368 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $306K.
  • AJ Wealth Strategies first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2016 and held it in 24 quarters.
  • AJ Wealth Strategies's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.12M in Q1 2017.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.