Guidance Point Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Guidance Point Advisors’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 Q4	–	Sell	-10,485	Closed	-$597K	–	81
2022 Q3	$597K	Hold	10,485	–	–	0.27%	45
2022 Q2	$663K	Buy	10,485 +199	+2%	+$13.4K	0.29%	46
2022 Q1	$742K	Buy	10,286 +91	+0.9%	+$6.6K	0.28%	48
2021 Q4	$782K	Buy	10,195 +70	+0.7%	+$5.34K	0.28%	42
2021 Q3	$762K	Hold	10,125	–	–	0.28%	44
2021 Q2	$764K	Buy	10,125 +426	+4%	+$32.1K	0.3%	46
2021 Q1	$707K	Hold	9,699	–	–	0.29%	44
2020 Q4	$712K	Hold	9,699	–	–	0.33%	43
2020 Q3	$660K	Hold	9,699	–	–	0.36%	39
2020 Q2	$640K	Buy	+9,699	New	+$629K	0.36%	43
2020 Q1	–	Sell	-5,491	Closed	-$409K	–	66
2019 Q4	$409K	Buy	5,491 +125	+2%	+$9.31K	0.2%	47
2019 Q3	$393K	Hold	5,366	–	–	0.22%	49
2019 Q2	$389K	Buy	5,366 +10	+0.2%	+$719	0.22%	46
2019 Q1	$385K	Buy	+5,356	New	+$375K	0.23%	46

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidance Point Advisors's EFAV Position: Q4 2022 in Review

Guidance Point Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 10,485 shares — an estimated $597K sold.

Guidance Point Advisors first reported a position in EFAV in Q1 2019 and held it in 14 quarters. The position peaked at $782K in Q4 2021. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Guidance Point Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
Guidance Point Advisors sold 10,485 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $597K.
Guidance Point Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and held it in 14 quarters.
Guidance Point Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $782K in Q4 2021.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Guidance Point Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.