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Bivin & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Bivin & Associates’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
Q2 		$9K Hold
150
– – 0.01% 174
2022
Q1 		$11K Hold
150
– – 0.01% 173
2021
Q4 		$12K Buy
+150
New +$11.4K 0.01% 172

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bivin & Associates's EFAV Position: Q2 2022 in Review

Bivin & Associates held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2022 at 150 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #174.

Bivin & Associates first reported a position in EFAV in Q4 2021 and has held it in 3 quarters since. The position peaked at $12K in Q4 2021. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Bivin & Associates held 150 shares of iShares MSCI EAFE Min Vol Factor ETF worth $9K as of Q2 2022.
  • Bivin & Associates left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2022.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #174 holding.
  • Bivin & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $12K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.