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Better Money Decisions’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-3,128
Closed -$236K – 212
2021
Q3 		$236K Hold
3,128
– – 0.19% 64
2021
Q2 		$236K Buy
3,128
+51
+2% +$3.84K 0.21% 62
2021
Q1 		$225K Buy
+3,077
New +$226K 0.23% 55

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Better Money Decisions's EFAV Position: Q4 2021 in Review

Better Money Decisions sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 3,128 shares — an estimated $236K sold.

Better Money Decisions first reported a position in EFAV in Q1 2021 and held it in 3 quarters. The position peaked at $236K in Q3 2021. 577 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

  • Better Money Decisions reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 3,128 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $236K.
  • Better Money Decisions first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's iShares MSCI EAFE Min Vol Factor ETF position peaked at $236K in Q3 2021.
  • 577 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.