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Divergent Planning’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Divergent Planning’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
-13,783
Closed -$786K – 20
2022
Q3 		$786K Buy
+13,783
New +$864K 0.58% 13

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Divergent Planning's EFAV Position: Q4 2022 in Review

Divergent Planning sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 13,783 shares — an estimated $786K sold.

Divergent Planning first reported a position in EFAV in Q3 2022 and held it in 1 quarter. The position peaked at $786K in Q3 2022. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • Divergent Planning reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Divergent Planning sold 13,783 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $786K.
  • Divergent Planning first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2022 and held it in 1 quarter.
  • Divergent Planning's iShares MSCI EAFE Min Vol Factor ETF position peaked at $786K in Q3 2022.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Divergent Planning's 13F filing for Q4 2022, filed 19 Jan 2023.