Crumly & Associates’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Crumly & Associates’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 Q1	–	Sell	-4,136	Closed	-$302K	–	109
2021 Q4	$302K	Sell	4,136 -1,170	-22%	-$89.2K	0.12%	87
2021 Q3	$400K	Buy	5,306 +260	+5%	+$20.2K	0.19%	79
2021 Q2	$381K	Sell	5,046 -449	-8%	-$33.8K	0.18%	82
2021 Q1	$401K	Sell	5,495 -343	-6%	-$25.2K	0.23%	56
2020 Q4	$433K	Sell	5,838 -424	-7%	-$29.9K	0.3%	42
2020 Q3	$427K	Sell	6,262 -439	-7%	-$29.9K	0.37%	30
2020 Q2	$443K	Sell	6,701 -1,054	-14%	-$68.4K	0.42%	30
2020 Q1	$481K	Buy	+7,755	New	+$545K	0.59%	28

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Crumly & Associates's EFAV Position: Q1 2022 in Review

Crumly & Associates sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 4,136 shares — an estimated $302K sold.

Crumly & Associates first reported a position in EFAV in Q1 2020 and held it in 8 quarters. The position peaked at $481K in Q1 2020. 545 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Crumly & Associates reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Crumly & Associates sold 4,136 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $302K.
Crumly & Associates first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 8 quarters.
Crumly & Associates's iShares MSCI EAFE Min Vol Factor ETF position peaked at $481K in Q1 2020.
545 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Crumly & Associates's 13F filing for Q1 2022, filed 2 May 2022.