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

Atlas 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
2021 Q3	–	Sell	-1,100	Closed	-$83.1K	–	953
2021 Q2	$83.1K	Sell	1,100 -50	-4%	-$3.77K	0.01%	470
2021 Q1	$83.9K	Sell	1,150 -300	-21%	-$22K	0.02%	436
2020 Q4	$106K	Buy	+1,450	New	+$102K	0.02%	385
2020 Q3	–	Sell	-1,750	Closed	-$116K	–	386
2020 Q2	$116K	Sell	1,750 -1,521	-46%	-$98.7K	0.03%	386
2020 Q1	$203K	Sell	3,271 -40,045	-92%	-$2.81M	0.06%	267
2019 Q4	$3.23M	Buy	43,316 +40,045	+1,224%	+$2.98M	0.8%	23
2019 Q3	$240K	Buy	3,271 +1,200	+58%	+$86.9K	0.07%	286
2019 Q2	$150K	Buy	+2,071	New	+$149K	0.05%	343

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's EFAV Position: Q3 2021 in Review

Atlas Capital Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2021, closing a stake of 1,100 shares — an estimated $83.1K sold.

Atlas Capital Advisors first reported a position in EFAV in Q2 2019 and held it in 8 quarters. The position peaked at $3.23M in Q4 2019. 533 funds tracked by Wall St. Rank hold EFAV as of Q3 2021.

Atlas Capital Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2021 after selling out during the quarter.
Atlas Capital Advisors sold 1,100 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2021, an estimated $83.1K.
Atlas Capital Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 8 quarters.
Atlas Capital Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $3.23M in Q4 2019.
533 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.