Heritage Wealth Management (Arizona)’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Heritage Wealth Management (Arizona)’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	$276K	Buy	4,338 +2,169	+100%	+$133K	0.04%	304
2022 Q3	$124K	Hold	2,169	–	–	0.04%	304
2022 Q2	$137K	Sell	2,169 -124	-5%	-$8.33K	0.05%	302
2022 Q1	$165K	Buy	+2,293	New	+$166K	0.04%	304
2021 Q3	$192K	Buy	2,550 +128	+5%	+$9.94K	0.07%	227
2021 Q2	$183K	Sell	2,422 -248	-9%	-$18.7K	0.07%	239
2021 Q1	$195K	Buy	+2,670	New	+$196K	0.11%	166

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 $2.78B AUM 32.11% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s EFAV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 100% in Q4 2022, buying an estimated $133K and bringing the position to 4,338 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #304.

Heritage Wealth Management (Arizona) first reported a position in EFAV in Q1 2021 and has held it in 7 quarters since. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,338 shares of iShares MSCI EAFE Min Vol Factor ETF worth $276K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,169 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $133K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #304 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2021 and has held it in 7 quarters since.
481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.