Godsey & Gibb Inc’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Godsey & Gibb Inc’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 Q3	–	Sell	-38	Closed	-$2K	–	112
2022 Q2	$2K	Buy	+38	New	+$2.55K	﹤0.01%	97
2021 Q3	–	Sell	-25	Closed	-$2K	–	104
2021 Q2	$2K	Buy	+25	New	+$1.88K	﹤0.01%	86
2020 Q1	–	Sell	-221,106	Closed	-$16.5M	–	84
2019 Q4	$16.5M	Buy	221,106 +147	+0.1%	+$11K	2.31%	19
2019 Q3	$16.2M	Sell	220,959 -191,592	-46%	-$13.9M	2.47%	16
2019 Q2	$30M	Buy	412,551 +11,564	+3%	+$832K	4.32%	1
2019 Q1	$28.9M	Buy	400,987 +36,080	+10%	+$2.53M	4.38%	1
2018 Q4	$24.3M	Sell	364,907 -10,574	-3%	-$727K	4.37%	1
2018 Q3	$27.3M	Buy	375,481 +25,552	+7%	+$1.84M	4.36%	1
2018 Q2	$24.9M	Buy	349,929 +5,404	+2%	+$397K	4.31%	1
2018 Q1	$25.4M	Buy	344,525 +11,660	+4%	+$860K	4.47%	1
2017 Q4	$24.3M	Sell	332,865 -2,740	-0.8%	-$197K	4.09%	1
2017 Q3	$23.8M	Buy	+335,605	New	+$23.6M	4.08%	1
2014 Q3	–	Sell	-22,975	Closed	-$1.5M	–	58
2014 Q2	$1.5M	Hold	22,975	–	–	0.28%	50
2014 Q1	$1.44M	Buy	+22,975	New	+$1.41M	0.29%	52

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Godsey & Gibb Inc's EFAV Position: Q3 2022 in Review

Godsey & Gibb Inc sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 38 shares — an estimated $2K sold.

Godsey & Gibb Inc first reported a position in EFAV in Q1 2014 and held it in 14 quarters. The position peaked at $30M in Q2 2019. 468 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

Godsey & Gibb Inc reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
Godsey & Gibb Inc sold 38 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $2K.
Godsey & Gibb Inc first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2014 and held it in 14 quarters.
Godsey & Gibb Inc's iShares MSCI EAFE Min Vol Factor ETF position peaked at $30M in Q2 2019.
468 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Godsey & Gibb Inc's 13F filing for Q3 2022, filed 24 Oct 2022.