Baron Silver Stevens Financial Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Baron Silver Stevens Financial 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
2023 Q1	–	Sell	-3,542	Closed	-$225K	–	105
2022 Q4	$225K	Hold	3,542	–	–	0.06%	88
2022 Q3	$258	Sell	3,542 -118	-3%	-$7.4K	0.07%	75
2022 Q2	$231K	Hold	3,660	–	–	0.06%	92
2022 Q1	$264K	Sell	3,660 -934	-20%	-$67.8K	0.06%	78
2021 Q4	$352K	Sell	4,594 -2,319	-34%	-$177K	0.08%	60
2021 Q3	$520K	Sell	6,913 -9,967	-59%	-$774K	0.14%	43
2021 Q2	$1.27M	Sell	16,880 -6,769	-29%	-$510K	0.35%	32
2021 Q1	$1.73M	Sell	23,649 -789	-3%	-$57.9K	0.94%	15
2020 Q4	$1.79M	Buy	+24,438	New	+$1.72M	0.61%	21

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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 $2.78B AUM 32.11% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's EFAV Position: Q1 2023 in Review

Baron Silver Stevens Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 3,542 shares — an estimated $225K sold.

Baron Silver Stevens Financial Advisors first reported a position in EFAV in Q4 2020 and held it in 9 quarters. The position peaked at $1.79M in Q4 2020. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

Baron Silver Stevens Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 3,542 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $225K.
Baron Silver Stevens Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 9 quarters.
Baron Silver Stevens Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.79M in Q4 2020.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.