Global Wealth Management Investment Advisory’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-50	Closed	-$3K	–	489
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	476
2020 Q1	$3K	Hold	50	–	–	﹤0.01%	463
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	447
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	418
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	460
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	466
2018 Q4	$3K	Buy	+50	New	+$3.44K	﹤0.01%	535

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Wealth Management Investment Advisory's EFAV Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in EFAV in Q4 2018 and held it in 7 quarters. The position peaked at $4K in Q4 2019. 519 funds tracked by Wall St. Rank hold EFAV as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 50 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2020, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4K in Q4 2019.
519 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.