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

Financial Management Network’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	-58,475	Closed	-$4.48M	–	123
2021 Q4	$4.48M	Buy	58,475 +14,443	+33%	+$1.1M	2.06%	11
2021 Q3	$3.3M	Sell	44,032 -2,710	-6%	-$210K	1.67%	14
2021 Q2	$3.54M	Sell	46,742 -4,626	-9%	-$349K	1.8%	13
2021 Q1	$3.84M	Sell	51,368 -4,016	-7%	-$295K	1.99%	11
2020 Q4	$4.1M	Buy	+55,384	New	+$3.9M	2.52%	10

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

Financial Management Network's EFAV Position: Q1 2022 in Review

Financial Management Network sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 58,475 shares — an estimated $4.48M sold.

Financial Management Network first reported a position in EFAV in Q4 2020 and held it in 5 quarters. The position peaked at $4.48M in Q4 2021. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Financial Management Network reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Financial Management Network sold 58,475 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $4.48M.
Financial Management Network first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 5 quarters.
Financial Management Network's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.48M in Q4 2021.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Financial Management Network's 13F filing for Q1 2022, filed 21 Apr 2022.