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

Financial 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
-4,690
Closed -$297K – 79
2022
Q2 		$297K Buy
4,690
+141
+3% +$9.47K 0.1% 55
2022
Q1 		$328K Sell
4,549
-544,955
-99% -$39.5M 0.1% 61
2021
Q4 		$42.2M Buy
549,504
+26,311
+5% +$2.01M 12.85% 3
2021
Q3 		$39.4M Buy
523,193
+16,989
+3% +$1.32M 13.33% 3
2021
Q2 		$38.2M Buy
506,204
+21,669
+4% +$1.63M 13.41% 3
2021
Q1 		$35.4M Buy
484,535
+17,504
+4% +$1.28M 14.11% 3
2020
Q4 		$34.3M Buy
467,031
+20,009
+4% +$1.41M 15.24% 3
2020
Q3 		$30.5M Buy
447,022
+10,531
+2% +$717K 16.02% 3
2020
Q2 		$28.8M Buy
436,491
+19,678
+5% +$1.28M 16.07% 3
2020
Q1 		$25.9M Sell
416,813
-1,233
-0.3% -$86.6K 17.49% 3
2019
Q4 		$31.2M Buy
418,046
+25,170
+6% +$1.88M 17.66% 3
2019
Q3 		$28.8M Buy
392,876
+16,348
+4% +$1.18M 17.65% 3
2019
Q2 		$27.4M Buy
376,528
+29,314
+8% +$2.11M 17.55% 3
2019
Q1 		$25M Buy
347,214
+51,202
+17% +$3.59M 17.07% 2
2018
Q4 		$19.7M Buy
+296,012
New +$20.3M 16.04% 3

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

Financial Advisors's EFAV Position: Q3 2022 in Review

Financial Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 4,690 shares — an estimated $297K sold.

Financial Advisors first reported a position in EFAV in Q4 2018 and held it in 15 quarters. The position peaked at $42.2M in Q4 2021. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Financial Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Advisors sold 4,690 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $297K.
  • Financial Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 15 quarters.
  • Financial Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $42.2M in Q4 2021.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

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