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

BDO 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
2023 Q2	$3.38M	Buy	50,024 +278	+0.6%	+$19.2K	0.39%	56
2023 Q1	$3.37M	Sell	49,746 -785	-2%	-$51.7K	0.41%	50
2022 Q4	$3.21M	Buy	50,531 +50	+0.1%	+$3.06K	0.4%	47
2022 Q3	$2.88M	Sell	50,481 -6,969	-12%	-$437K	0.38%	54
2022 Q2	$3.64M	Sell	57,450 -5,806	-9%	-$390K	0.45%	42
2022 Q1	$4.56M	Sell	63,256 -1,028	-2%	-$74.6K	0.49%	40
2021 Q4	$4.93M	Sell	64,284 -6,128	-9%	-$467K	0.52%	42
2021 Q3	$5.3M	Sell	70,412 -1,084	-2%	-$84.2K	0.58%	33
2021 Q2	$5.4M	Buy	71,496 +2,933	+4%	+$221K	0.6%	32
2021 Q1	$5M	Sell	68,563 -3,656	-5%	-$268K	0.59%	33
2020 Q4	$5.3M	Sell	72,219 -3,043	-4%	-$214K	0.75%	30
2020 Q3	$5.13M	Sell	75,262 -21,622	-22%	-$1.47M	0.84%	25
2020 Q2	$6.4M	Sell	96,884 -41,890	-30%	-$2.72M	1.12%	22
2020 Q1	$8.61M	Buy	138,774 +3,935	+3%	+$276K	1.74%	14
2019 Q4	$10.1M	Buy	134,839 +1,416	+1%	+$106K	2.59%	9
2019 Q3	$9.78M	Sell	133,423 -4,330	-3%	-$313K	2.5%	8
2019 Q2	$10M	Sell	137,753 -7,295	-5%	-$525K	2.73%	8
2019 Q1	$10.4M	Buy	145,048 +1,082	+0.8%	+$75.8K	3.03%	8
2018 Q4	$9.6M	Buy	143,966 +10,864	+8%	+$747K	3.3%	8
2018 Q3	$9.69M	Buy	133,102 +5,951	+5%	+$429K	3.13%	7
2018 Q2	$9.05M	Buy	127,151 +9,084	+8%	+$668K	3.08%	7
2018 Q1	$8.7M	Buy	118,067 +116,167	+6,114%	+$8.57M	3.27%	7
2017 Q4	$139K	Buy	1,900 +157	+9%	+$11.3K	0.06%	133
2017 Q3	$124K	Sell	1,743 -107,638	-98%	-$7.58M	0.06%	128
2017 Q2	$7.57M	Buy	+109,381	New	+$7.54M	3.31%	7

Other funds holding EFAV

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SAM

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

BDO Wealth Advisors's EFAV Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 0.56% in Q2 2023, buying an estimated $19.2K and bringing the position to 50,024 shares worth $3.38M. The position accounts for 0.39% of the portfolio, ranked #56.

BDO Wealth Advisors first reported a position in EFAV in Q2 2017 and has held it in 25 quarters since. The position peaked at $10.4M in Q1 2019. 474 funds tracked by Wall St. Rank hold EFAV as of Q2 2023.

BDO Wealth Advisors held 50,024 shares of iShares MSCI EAFE Min Vol Factor ETF worth $3.38M as of Q2 2023.
BDO Wealth Advisors bought 278 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2023, an estimated $19.2K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.39% of BDO Wealth Advisors's portfolio in Q2 2023, its #56 holding.
BDO Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $10.4M in Q1 2019.
474 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.