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EFAV icon

Andrew C. Karlinski’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Andrew C. Karlinski’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
-700
Closed -$40K – 55
2022
Q3 		$40K Hold
700
– – 0.06% 91
2022
Q2 		$44K Hold
700
– – 0.06% 89
2022
Q1 		$50K Hold
700
– – 0.09% 79
2021
Q4 		$54K Buy
+700
New +$53.4K 0.1% 79

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

Andrew C. Karlinski's EFAV Position: Q4 2022 in Review

Andrew C. Karlinski sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 700 shares — an estimated $40K sold.

Andrew C. Karlinski first reported a position in EFAV in Q4 2021 and held it in 4 quarters. The position peaked at $54K in Q4 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • Andrew C. Karlinski reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 700 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $40K.
  • Andrew C. Karlinski first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's iShares MSCI EAFE Min Vol Factor ETF position peaked at $54K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.