CM
EFAV icon

Columbus Macro’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Columbus Macro’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
Q4 		– Sell
-13,410
Closed -$765K – 172
2022
Q3 		$765K Buy
+13,410
New +$841K 0.31% 100
2018
Q4 		– Sell
-55,339
Closed -$4.03M – 131
2018
Q3 		$4.03M Buy
55,339
+1,358
+3% +$97.9K 1% 40
2018
Q2 		$3.84M Sell
53,981
-3,643
-6% -$268K 1% 41
2018
Q1 		$4.25M Buy
57,624
+50,995
+769% +$3.76M 1.1% 36
2017
Q4 		$484K Buy
+6,629
New +$477K 0.15% 84

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 $5.7T 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return