Atticus Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Atticus Wealth Management’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	-707	Closed	-$45K	–	565
2022 Q3	$45K	Hold	707	–	–	0.02%	245
2022 Q2	$45K	Hold	707	–	–	0.02%	267
2022 Q1	$51K	Hold	707	–	–	0.02%	247
2021 Q4	$54K	Hold	707	–	–	0.02%	218
2021 Q3	$53K	Hold	707	–	–	0.02%	225
2021 Q2	$53K	Hold	707	–	–	0.02%	225
2021 Q1	$52K	Hold	707	–	–	0.02%	207
2020 Q4	$52K	Buy	+707	New	+$49.8K	0.03%	208

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Atticus Wealth Management's EFAV Position: Q4 2022 in Review

Atticus Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 707 shares — an estimated $45K sold.

Atticus Wealth Management first reported a position in EFAV in Q4 2020 and held it in 8 quarters. The position peaked at $54K in Q4 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Atticus Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Atticus Wealth Management sold 707 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $45K.
Atticus Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 8 quarters.
Atticus Wealth Management'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 Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.