First Business Financial Services’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

First Business Financial Services’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	-3,288	Closed	-$252K	–	174
2021 Q4	$252K	Hold	3,288	–	–	0.03%	151
2021 Q3	$248K	Sell	3,288 -3,196	-49%	-$248K	0.03%	142
2021 Q2	$490K	Sell	6,484 -623,186	-99%	-$47M	0.06%	102
2021 Q1	$46M	Sell	629,670 -20,058	-3%	-$1.47M	6.1%	7
2020 Q4	$47.7M	Buy	649,728 +20,339	+3%	+$1.43M	6.93%	7
2020 Q3	$42.9M	Buy	629,389 +10,916	+2%	+$743K	7.16%	5
2020 Q2	$40.9M	Sell	618,473 -19,694	-3%	-$1.28M	7.32%	5
2020 Q1	$39.6M	Buy	+638,167	New	+$44.8M	7.88%	4

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

First Business Financial Services's EFAV Position: Q1 2022 in Review

First Business Financial Services sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 3,288 shares — an estimated $252K sold.

First Business Financial Services first reported a position in EFAV in Q1 2020 and held it in 8 quarters. The position peaked at $47.7M in Q4 2020. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

First Business Financial Services reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
First Business Financial Services sold 3,288 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $252K.
First Business Financial Services first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2020 and held it in 8 quarters.
First Business Financial Services's iShares MSCI EAFE Min Vol Factor ETF position peaked at $47.7M in Q4 2020.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on First Business Financial Services's 13F filing for Q1 2022, filed 9 May 2022.