Alberta Investment Management Corp (AIMCo)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Alberta Investment Management Corp (AIMCo)’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	-35,350	Closed	-$2.02M	–	1124
2022 Q3	$2.02M	Buy	+35,350	New	+$2.22M	0.02%	719
2022 Q2	–	Sell	-104,200	Closed	-$7.52M	–	1293
2022 Q1	$7.52M	Hold	104,200	–	–	0.04%	426
2021 Q4	$8M	Buy	104,200 +65,300	+168%	+$4.98M	0.05%	367
2021 Q3	$2.93M	Sell	38,900 -1,100	-3%	-$85.4K	0.03%	555
2021 Q2	$3.02M	Buy	+40,000	New	+$3.01M	0.03%	541

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

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

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

Alberta Investment Management Corp (AIMCo)'s EFAV Position: Q4 2022 in Review

Alberta Investment Management Corp (AIMCo) sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 35,350 shares — an estimated $2.02M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in EFAV in Q2 2021 and held it in 5 quarters. The position peaked at $8M in Q4 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Alberta Investment Management Corp (AIMCo) reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 35,350 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $2.02M.
Alberta Investment Management Corp (AIMCo) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and held it in 5 quarters.
Alberta Investment Management Corp (AIMCo)'s iShares MSCI EAFE Min Vol Factor ETF position peaked at $8M in Q4 2021.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2022, filed 14 Feb 2023.