ASFA
EFAV icon

All Season Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

All Season Financial Advisors’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
2021
Q4 		– Sell
-60,160
Closed -$4.53M – 138
2021
Q3 		$4.53M Buy
60,160
+24,891
+71% +$1.93M 3.65% 6
2021
Q2 		$2.66M Buy
+35,269
New +$2.66M 1.91% 17

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

All Season Financial Advisors's EFAV Position: Q4 2021 in Review

All Season Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 60,160 shares — an estimated $4.53M sold.

All Season Financial Advisors first reported a position in EFAV in Q2 2021 and held it in 2 quarters. The position peaked at $4.53M in Q3 2021. 576 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

  • All Season Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • All Season Financial Advisors sold 60,160 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $4.53M.
  • All Season Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and held it in 2 quarters.
  • All Season Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.53M in Q3 2021.
  • 576 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on All Season Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.