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Anchor Capital Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Anchor Capital 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
2022
Q3 		– Sell
-11,925
Closed -$755K – 272
2022
Q2 		$755K Sell
11,925
-3,377
-22% -$227K 0.02% 190
2022
Q1 		$1.1M Sell
15,302
-176
-1% -$12.8K 0.02% 183
2021
Q4 		$1.19M Sell
15,478
-525
-3% -$40K 0.02% 171
2021
Q3 		$1.21M Sell
16,003
-26,000
-62% -$2.02M 0.03% 168
2021
Q2 		$3.17M Sell
42,003
-1,990
-5% -$150K 0.06% 128
2021
Q1 		$3.21M Buy
43,993
+58
+0.1% +$4.26K 0.07% 125
2020
Q4 		$3.23M Sell
43,935
-660
-1% -$46.5K 0.07% 124
2020
Q3 		$3.04M Sell
44,595
-5,050
-10% -$344K 0.08% 121
2020
Q2 		$3.28M Buy
49,645
+5,688
+13% +$369K 0.08% 116
2020
Q1 		$2.73M Buy
43,957
+12,515
+40% +$879K 0.08% 113
2019
Q4 		$2.34M Buy
31,442
+5,037
+19% +$375K 0.05% 125
2019
Q3 		$1.94M Buy
26,405
+710
+3% +$51.4K 0.07% 130
2019
Q2 		$1.87M Sell
25,695
-640
-2% -$46K 0.07% 130
2019
Q1 		$1.9M Sell
26,335
-17,063
-39% -$1.2M 0.04% 126
2018
Q4 		$2.89M Buy
43,398
+25,777
+146% +$1.77M 0.12% 107
2018
Q3 		$1.28M Sell
17,621
-77
-0.4% -$5.55K 0.05% 164
2018
Q2 		$1.26M Sell
17,698
-557
-3% -$41K 0.05% 163
2018
Q1 		$1.34M Buy
18,255
+7,050
+63% +$520K 0.05% 168
2017
Q4 		$818K Buy
11,205
+1,700
+18% +$122K 0.03% 190
2017
Q3 		$675K Hold
9,505
– – 0.02% 192
2017
Q2 		$658K Hold
9,505
– – 0.02% 193
2017
Q1 		$627K Buy
+9,505
New +$608K 0.02% 200

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Anchor Capital Advisors's EFAV Position: Q3 2022 in Review

Anchor Capital Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 11,925 shares — an estimated $755K sold.

Anchor Capital Advisors first reported a position in EFAV in Q1 2017 and held it in 22 quarters. The position peaked at $3.28M in Q2 2020. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Anchor Capital Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Anchor Capital Advisors sold 11,925 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $755K.
  • Anchor Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2017 and held it in 22 quarters.
  • Anchor Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.28M in Q2 2020.
  • 468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Anchor Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.