Certified Advisory Corp’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Certified Advisory Corp’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	-6,071	Closed	-$443K	–	348
2021 Q1	$443K	Buy	+6,071	New	+$446K	0.11%	144
2020 Q2	$1.93M	Buy	29,253 +3,366	+13%	+$218K	0.64%	39
2020 Q1	$1.61M	Buy	25,887 +5,378	+26%	+$378K	0.63%	36
2019 Q4	$1.53M	Buy	20,509 +3,953	+24%	+$295K	0.49%	50
2019 Q3	$1.21M	Buy	16,556 +3,216	+24%	+$233K	0.42%	58
2019 Q2	$969K	Buy	13,340 +11,588	+661%	+$833K	0.36%	71
2019 Q1	$126K	Buy	1,752 +1,450	+480%	+$102K	0.05%	196
2018 Q4	$20K	Buy	302 +227	+303%	+$15.6K	0.01%	429
2018 Q3	$5K	Hold	75	–	–	﹤0.01%	655
2018 Q2	$5K	Buy	75 +2	+3%	+$147	﹤0.01%	630
2018 Q1	$5K	Hold	73	–	–	﹤0.01%	594
2017 Q4	$5K	Buy	+73	New	+$5.26K	﹤0.01%	561

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Certified Advisory Corp's EFAV Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 6,071 shares — an estimated $443K sold.

Certified Advisory Corp first reported a position in EFAV in Q4 2017 and held it in 12 quarters. The position peaked at $1.93M in Q2 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

Certified Advisory Corp reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 6,071 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $443K.
Certified Advisory Corp first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.93M in Q2 2020.
531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.