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

CarsonAllaria 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 		– Sell
-1,258
Closed -$91K – 333
2022
Q1 		$91K Sell
1,258
-2,032
-62% -$147K 0.08% 88
2021
Q4 		$253K Buy
+3,290
New +$251K 0.22% 55

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

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

CarsonAllaria Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 1,258 shares — an estimated $91K sold.

CarsonAllaria Wealth Management first reported a position in EFAV in Q4 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,258 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $91K.
  • CarsonAllaria Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $253K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.