BFG
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Baron Financial Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Baron Financial Group’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
-10
Closed -$633 – 93
2022
Q2 		$633 Hold
10
– – ﹤0.01% 203
2022
Q1 		$721 Hold
10
– – ﹤0.01% 215
2021
Q4 		$768 Hold
10
– – ﹤0.01% 217
2021
Q3 		$753 Hold
10
– – ﹤0.01% 221
2021
Q2 		$755 Hold
10
– – ﹤0.01% 235
2021
Q1 		$730 Hold
10
– – ﹤0.01% 237
2020
Q4 		$734 Hold
10
– – ﹤0.01% 246
2020
Q3 		$681 Buy
+10
New +$681 ﹤0.01% 268

Other funds holding EFAV

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return