Forvis Mazars Wealth Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,207
| Closed | -$592K | – | 389 |
|
|
2022
Q1 | $592K | Hold |
8,207
| – | – | 0.03% | 178 |
|
|
2021
Q4 | $630K | Sell |
8,207
-409
| -5% | -$31.2K | 0.03% | 164 |
|
|
2021
Q3 | $649K | Buy |
8,616
+109
| +1% | +$8.46K | 0.03% | 153 |
|
|
2021
Q2 | $643K | Sell |
8,507
-378
| -4% | -$28.5K | 0.03% | 154 |
|
|
2021
Q1 | $649K | Sell |
8,885
-2,746
| -24% | -$202K | 0.03% | 150 |
|
|
2020
Q4 | $854K | Sell |
11,631
-11,507
| -50% | -$811K | 0.04% | 162 |
|
|
2020
Q3 | $1.58M | Sell |
23,138
-516
| -2% | -$35.1K | 0.09% | 104 |
|
|
2020
Q2 | $1.56M | Sell |
23,654
-520
| -2% | -$33.7K | 0.1% | 100 |
|
|
2020
Q1 | $1.5M | Sell |
24,174
-4,235
| -15% | -$298K | 0.12% | 87 |
|
|
2019
Q4 | $2.12M | Buy |
28,409
+322
| +1% | +$24K | 0.15% | 81 |
|
|
2019
Q3 | $2.06M | Buy |
28,087
+2,253
| +9% | +$163K | 0.16% | 80 |
|
|
2019
Q2 | $1.88M | Sell |
25,834
-2,456
| -9% | -$177K | 0.15% | 83 |
|
|
2019
Q1 | $2.04M | Sell |
28,290
-435
| -2% | -$30.5K | 0.17% | 75 |
|
|
2018
Q4 | $1.92M | Buy |
28,725
+842
| +3% | +$57.9K | 0.2% | 62 |
|
|
2018
Q3 | $2.03M | Buy |
27,883
+50
| +0.2% | +$3.61K | 0.18% | 71 |
|
|
2018
Q2 | $1.98M | Sell |
27,833
-5,489
| -16% | -$404K | 0.19% | 71 |
|
|
2018
Q1 | $2.46M | Buy |
33,322
+1,416
| +4% | +$104K | 0.25% | 54 |
|
|
2017
Q4 | $2.33M | Sell |
31,906
-350
| -1% | -$25.2K | 0.23% | 61 |
|
|
2017
Q3 | $2.29M | Buy |
32,256
+3,694
| +13% | +$260K | 0.25% | 57 |
|
|
2017
Q2 | $1.98M | Buy |
28,562
+6,452
| +29% | +$445K | 0.22% | 68 |
|
|
2017
Q1 | $1.46M | Sell |
22,110
-58,938
| -73% | -$3.77M | 0.18% | 72 |
|
|
2016
Q4 | $4.96M | Sell |
81,048
-63,681
| -44% | -$4.03M | 0.65% | 20 |
|
|
2016
Q3 | $9.79M | Sell |
144,729
-11,889
| -8% | -$800K | 1.36% | 11 |
|
|
2016
Q2 | $10.4M | Sell |
156,618
-53,280
| -25% | -$3.56M | 1.55% | 13 |
|
|
2016
Q1 | $13.9M | Buy |
209,898
+31,819
| +18% | +$2.02M | 2.23% | 10 |
|
|
2015
Q4 | $11.6M | Buy |
178,079
+39,687
| +29% | +$2.59M | 1.74% | 13 |
|
|
2015
Q3 | $8.63M | Sell |
138,392
-40,891
| -23% | -$2.66M | 1.52% | 13 |
|
|
2015
Q2 | $11.7M | Sell |
179,283
-14,372
| -7% | -$975K | 1.75% | 13 |
|
|
2015
Q1 | $12.8M | Sell |
193,655
-83
| -0% | -$5.37K | 1.85% | 13 |
|
|
2014
Q4 | $12M | Buy |
193,738
+5,286
| +3% | +$331K | 1.96% | 12 |
|
|
2014
Q3 | $11.8M | Buy |
188,452
+13,037
| +7% | +$845K | 2.04% | 12 |
|
|
2014
Q2 | $11.5M | Buy |
175,415
+13,873
| +9% | +$898K | 1.95% | 13 |
|
|
2014
Q1 | $10.1M | Buy |
161,542
+10,569
| +7% | +$648K | 1.79% | 14 |
|
|
2013
Q4 | $9.3M | Sell |
150,973
-2,604
| -2% | -$159K | 1.72% | 14 |
|
|
2013
Q3 | $9.36M | Buy |
+153,577
| New | +$9.11M | 1.92% | 13 |
|
Other funds holding EFAV
WBG
Forvis Mazars Wealth Advisors's EFAV Position: Q2 2022 in Review
Forvis Mazars Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 8,207 shares — an estimated $592K sold.
Forvis Mazars Wealth Advisors first reported a position in EFAV in Q3 2013 and held it in 35 quarters. The position peaked at $13.9M in Q1 2016. 521 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.
- Forvis Mazars Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
- Forvis Mazars Wealth Advisors sold 8,207 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $592K.
- Forvis Mazars Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2013 and held it in 35 quarters.
- Forvis Mazars Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $13.9M in Q1 2016.
- 521 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.