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

Herold 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
Q2 		– Sell
-1,000
Closed -$72.1K – 312
2022
Q1 		$72.1K Buy
+1,000
New +$72.6K 0.03% 323
2021
Q4 		– Sell
-1,000
Closed -$75K – 309
2021
Q3 		$75K Buy
+1,000
New +$77.7K 0.03% 317

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Herold Advisors's EFAV Position: Q2 2022 in Review

Herold Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2022, closing a stake of 1,000 shares — an estimated $72.1K sold.

Herold Advisors first reported a position in EFAV in Q3 2021 and held it in 2 quarters. The position peaked at $75K in Q3 2021. 522 funds tracked by Wall St. Rank hold EFAV as of Q2 2022.

  • Herold Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,000 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2022, an estimated $72.1K.
  • Herold Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $75K in Q3 2021.
  • 522 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.