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

Baystate 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
2023 Q1	–	Sell	-129	Closed	-$8K	–	1044
2022 Q4	$8K	Buy	+129	New	+$7.88K	﹤0.01%	611
2019 Q1	–	Sell	-1	Closed	-$1K	–	673
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	570
2018 Q3	$1K	Sell	1 -56	-98%	-$4.04K	﹤0.01%	582
2018 Q2	$4K	Sell	57 -75	-57%	-$5.51K	﹤0.01%	469
2018 Q1	$10K	Hold	132	–	–	﹤0.01%	360
2017 Q4	$10K	Buy	+132	New	+$9.51K	﹤0.01%	366

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 $2.53B AUM 25.83% 1-Year Est. Return

Baystate Wealth Management's EFAV Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 129 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in EFAV in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2018. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

Baystate Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 129 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $8K.
Baystate Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 6 quarters.
Baystate Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10K in Q1 2018.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.