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Cutler Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cutler Group’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
Q1 		– Sell
-1,400
Closed -$3K – 5780
2020
Q4 		$3K Buy
1,400
+100
+8% +$7.05K ﹤0.01% 3932
2020
Q3 		$1K Buy
+1,300
New +$88.5K ﹤0.01% 4303
2020
Q2 		– Sell
-9,100
Closed -$2K – 4480
2020
Q1 		$2K Buy
9,100
+900
+11% +$63.2K ﹤0.01% 3464
2019
Q4 		$7K Buy
8,200
+7,500
+1,071% +$559K ﹤0.01% 2834
2019
Q3 		$1K Buy
+700
New +$50.7K ﹤0.01% 3697
2019
Q2 		– Sell
-4,200
Closed -$5K – 4352
2019
Q1 		$5K Buy
+4,200
New +$294K ﹤0.01% 2895
2018
Q2 		– Sell
-3,400
Closed -$5K – 4342
2018
Q1 		$5K Buy
3,400
+1,800
+113% +$133K ﹤0.01% 3265
2017
Q4 		$3K Sell
1,600
-3,200
-67% -$230K ﹤0.01% 3940
2017
Q3 		$5K Buy
+4,800
New +$338K ﹤0.01% 4360
2017
Q2 		– Sell
-6,500
Closed -$23K – 6493
2017
Q1 		$23K Buy
6,500
+2,200
+51% +$141K ﹤0.01% 3181
2016
Q4 		$6K Sell
4,300
-31,700
-88% -$2M ﹤0.01% 4729
2016
Q3 		$19K Sell
36,000
-12,900
-26% -$868K ﹤0.01% 3459
2016
Q2 		$7K Buy
48,900
+16,700
+52% +$1.12M ﹤0.01% 4548
2016
Q1 		$90K Buy
+32,200
New +$2.05M 0.01% 1709

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cutler Group's EFAV Position: Q3 2022 in Review

Cutler Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 100 shares — an estimated $6K sold.

Cutler Group first reported a position in EFAV in Q2 2016 and held it in 14 quarters. The position peaked at $1.14M in Q3 2017. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Cutler Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Cutler Group sold 100 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $6K.
  • Cutler Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 14 quarters.
  • Cutler Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.14M in Q3 2017.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Cutler Group's 13F filing for Q3 2022, filed 25 Oct 2022.