High Pines Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

High Pines Wealth Management’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
2021 Q2	–	Sell	-25,413	Closed	-$1.85M	–	43
2021 Q1	$1.85M	Sell	25,413 -486	-2%	-$35.7K	1.64%	26
2020 Q4	$1.9M	Buy	+25,899	New	+$1.82M	1.76%	24

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

High Pines Wealth Management's EFAV Position: Q2 2021 in Review

High Pines Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2021, closing a stake of 25,413 shares — an estimated $1.85M sold.

High Pines Wealth Management first reported a position in EFAV in Q4 2020 and held it in 2 quarters. The position peaked at $1.9M in Q4 2020. 531 funds tracked by Wall St. Rank hold EFAV as of Q2 2021.

High Pines Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2021 after selling out during the quarter.
High Pines Wealth Management sold 25,413 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2021, an estimated $1.85M.
High Pines Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 2 quarters.
High Pines Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.9M in Q4 2020.
531 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2021.

Based on High Pines Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.