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Elmwood Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Elmwood Wealth Management’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
-500
Closed -$38K – 167
2021
Q4 		$38K Buy
+500
New +$38.1K 0.02% 202
2021
Q2 		$38K Hold
500
– – 0.02% 184
2021
Q1 		$36K Buy
+500
New +$36.7K 0.02% 179

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 $5.72T 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Elmwood Wealth Management's EFAV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 500 shares — an estimated $38K sold.

Elmwood Wealth Management first reported a position in EFAV in Q1 2021 and held it in 3 quarters. The position peaked at $38K in Q4 2021. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $38K.
  • Elmwood Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $38K in Q4 2021.
  • 546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.