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

BT 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
2022
Q2 		$235K Hold
3,712
– – 0.07% 58
2022
Q1 		$268K Hold
3,712
– – 0.07% 58
2021
Q4 		$285K Buy
+3,712
New +$283K 0.08% 57

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 $374B AUM 17.66% 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

BT Wealth Management's EFAV Position: Q2 2022 in Review

BT Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2022 at 3,712 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #58.

BT Wealth Management first reported a position in EFAV in Q4 2021 and has held it in 3 quarters since. The position peaked at $285K in Q4 2021. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • BT Wealth Management held 3,712 shares of iShares MSCI EAFE Min Vol Factor ETF worth $235K as of Q2 2022.
  • BT Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2022.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.07% of BT Wealth Management's portfolio in Q2 2022, its #58 holding.
  • BT Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • BT Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $285K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.