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Fortitude Advisory Group’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Fortitude Advisory Group’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
-250
Closed -$18K – 507
2022
Q1 		$18K Hold
250
– – 0.01% 860
2021
Q4 		$19K Buy
+250
New +$19.1K 0.01% 855

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Fortitude Advisory Group's EFAV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 250 shares — an estimated $18K sold.

Fortitude Advisory Group first reported a position in EFAV in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 250 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $18K.
  • Fortitude Advisory Group first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares MSCI EAFE Min Vol Factor ETF position peaked at $19K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.