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

Empirical 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 Q2	–	Sell	-4,721	Closed	-$341K	–	485
2022 Q1	$341K	Buy	4,721 +1,398	+42%	+$101K	0.02%	388
2021 Q4	$255K	Buy	+3,323	New	+$253K	0.01%	447
2020 Q1	–	Sell	-3,458	Closed	-$258K	–	335
2019 Q4	$258K	Buy	3,458 +708	+26%	+$52.8K	0.03%	280
2019 Q3	$202K	Sell	2,750 -1,120	-29%	-$81.1K	0.02%	273
2019 Q2	$281K	Buy	+3,870	New	+$278K	0.04%	209

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Empirical Wealth Management's EFAV Position: Q2 2022 in Review

Empirical Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 4,721 shares — an estimated $341K sold.

Empirical Wealth Management first reported a position in EFAV in Q2 2019 and held it in 5 quarters. The position peaked at $341K in Q1 2022. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

Empirical Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 4,721 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $341K.
Empirical Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 5 quarters.
Empirical Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $341K in Q1 2022.
521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.