Alta Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Alta Wealth 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
2024 Q4	–	Sell	-4,864	Closed	-$373K	–	139
2024 Q3	$373K	Sell	4,864 -115	-2%	-$8.49K	0.17%	97
2024 Q2	$345K	Hold	4,979	–	–	0.17%	101
2024 Q1	$353K	Hold	4,979	–	–	0.18%	97
2023 Q4	$345K	Sell	4,979 -2,356	-32%	-$156K	0.19%	99
2023 Q3	$478K	Sell	7,335 -30	-0.4%	-$2.02K	0.29%	89
2023 Q2	$497K	Sell	7,365 -637	-8%	-$43.9K	0.29%	91
2023 Q1	$541K	Sell	8,002 -14	-0.2%	-$922	0.34%	86
2022 Q4	$510K	Sell	8,016 -283	-3%	-$17.3K	0.34%	93
2022 Q3	$473K	Sell	8,299 -30	-0.4%	-$1.88K	0.34%	91
2022 Q2	$528K	Hold	8,329	–	–	0.37%	84
2022 Q1	$601K	Buy	8,329 +81	+1%	+$5.88K	0.36%	88
2021 Q4	$633K	Buy	8,248 +146	+2%	+$11.1K	0.39%	81
2021 Q3	$610K	Sell	8,102 -122	-1%	-$9.47K	0.44%	79
2021 Q2	$621K	Sell	8,224 -170	-2%	-$12.8K	0.46%	85
2021 Q1	$613K	Sell	8,394 -46	-0.5%	-$3.38K	0.51%	76
2020 Q4	$620K	Buy	+8,440	New	+$595K	0.52%	64

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Alta Wealth Advisors's EFAV Position: Q4 2024 in Review

Alta Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 4,864 shares — an estimated $373K sold.

Alta Wealth Advisors first reported a position in EFAV in Q4 2020 and held it in 16 quarters. The position peaked at $633K in Q4 2021. 473 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

Alta Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Alta Wealth Advisors sold 4,864 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $373K.
Alta Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 16 quarters.
Alta Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $633K in Q4 2021.
473 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

Based on Alta Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.