Choate Investment Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Choate Investment Advisors’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
2023 Q1	–	Sell	-583	Closed	-$37.1K	–	325
2022 Q4	$37.1K	Buy	+583	New	+$35.6K	﹤0.01%	311
2021 Q2	–	Sell	-1,913	Closed	-$140K	–	350
2021 Q1	$140K	Hold	1,913	–	–	0.01%	256
2020 Q4	$140K	Sell	1,913 -4,137	-68%	-$291K	0.01%	244
2020 Q3	$412K	Buy	6,050 +1,237	+26%	+$84.2K	0.03%	176
2020 Q2	$318K	Hold	4,813	–	–	0.02%	192
2020 Q1	$299K	Buy	+4,813	New	+$338K	0.02%	195

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Choate Investment Advisors's EFAV Position: Q1 2023 in Review

Choate Investment Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2023, closing a stake of 583 shares — an estimated $37.1K sold.

Choate Investment Advisors first reported a position in EFAV in Q1 2020 and held it in 6 quarters. The position peaked at $412K in Q3 2020. 471 funds tracked by Wall St. Rank hold EFAV as of Q1 2023.

Choate Investment Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2023 after selling out during the quarter.
Choate Investment Advisors sold 583 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2023, an estimated $37.1K.
Choate Investment Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 6 quarters.
Choate Investment Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $412K in Q3 2020.
471 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2023.

Based on Choate Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.