Brand Asset Management Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Brand Asset Management Group’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 Q2	–	Sell	-892	Closed	-$65K	–	119
2021 Q1	$65K	Hold	892	–	–	0.03%	122
2020 Q4	$65K	Hold	892	–	–	0.04%	106
2020 Q3	$61K	Hold	892	–	–	0.04%	108
2020 Q2	$59K	Hold	892	–	–	0.04%	107
2020 Q1	$55K	Hold	892	–	–	0.04%	104
2019 Q4	$66K	Hold	892	–	–	0.04%	117
2019 Q3	$65K	Hold	892	–	–	0.04%	116
2019 Q2	$65K	Hold	892	–	–	0.04%	117
2019 Q1	$64K	Hold	892	–	–	0.04%	108
2018 Q4	$59K	Hold	892	–	–	0.05%	96
2018 Q3	$65K	Hold	892	–	–	0.05%	103
2018 Q2	$63K	Buy	+892	New	+$65.6K	0.05%	106

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return