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

Atlas Private 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
2021 Q4	–	Sell	-1,892	Closed	-$143K	–	312
2021 Q3	$143K	Hold	1,892	–	–	0.07%	150
2021 Q2	$143K	Sell	1,892 -8	-0.4%	-$603	0.08%	137
2021 Q1	$139K	Hold	1,900	–	–	0.08%	133
2020 Q4	$140K	Sell	1,900 -10	-0.5%	-$705	0.09%	124
2020 Q3	$130K	Sell	1,910 -200	-9%	-$13.6K	0.11%	123
2020 Q2	$139K	Buy	+2,110	New	+$137K	0.12%	122

Other funds holding EFAV

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

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

Atlas Private Wealth Advisors's EFAV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 1,892 shares — an estimated $143K sold.

Atlas Private Wealth Advisors first reported a position in EFAV in Q2 2020 and held it in 6 quarters. The position peaked at $143K in Q3 2021. 577 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,892 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $143K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $143K in Q3 2021.
577 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.