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Faithward Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Faithward Advisors’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
Q3 		– Sell
-3,176
Closed -$201K – 246
2022
Q2 		$201K Sell
3,176
-373
-11% -$25.1K 0.05% 144
2022
Q1 		$256K Buy
3,549
+113
+3% +$8.2K 0.05% 136
2021
Q4 		$264K Sell
3,436
-340
-9% -$25.9K 0.05% 141
2021
Q3 		$285K Sell
3,776
-386
-9% -$30K 0.06% 148
2021
Q2 		$314K Sell
4,162
-378
-8% -$28.5K 0.06% 133
2021
Q1 		$331K Sell
4,540
-530
-10% -$38.9K 0.07% 125
2020
Q4 		$372K Sell
5,070
-655
-11% -$46.1K 0.16% 54
2020
Q3 		$390K Sell
5,725
-1,059
-16% -$72.1K 0.09% 91
2020
Q2 		$448K Sell
6,784
-6,825
-50% -$443K 0.12% 88
2020
Q1 		$844K Sell
13,609
-672
-5% -$47.2K 0.24% 72
2019
Q4 		$1.06M Sell
14,281
-1,011
-7% -$75.3K 0.25% 69
2019
Q3 		$1.12M Buy
+15,292
New +$1.11M 0.25% 44

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

Faithward Advisors's EFAV Position: Q3 2022 in Review

Faithward Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 3,176 shares — an estimated $201K sold.

Faithward Advisors first reported a position in EFAV in Q3 2019 and held it in 12 quarters. The position peaked at $1.12M in Q3 2019. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Faithward Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Faithward Advisors sold 3,176 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $201K.
  • Faithward Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2019 and held it in 12 quarters.
  • Faithward Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.12M in Q3 2019.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Faithward Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.