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

Hilltop Wealth 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 Q1	–	Sell	-3,814	Closed	-$293K	–	31
2021 Q4	$293K	Hold	3,814	–	–	0.2%	32
2021 Q3	$287K	Hold	3,814	–	–	0.2%	32
2021 Q2	$288K	Hold	3,814	–	–	0.2%	32
2021 Q1	$278K	Sell	3,814 -1,482	-28%	-$109K	0.21%	31
2020 Q4	$389K	Buy	5,296 +25	+0.5%	+$1.76K	0.35%	20
2020 Q3	$359K	Sell	5,271 -1,425	-21%	-$97K	0.36%	19
2020 Q2	$442K	Sell	6,696 -420,967	-98%	-$27.3M	0.48%	16
2020 Q1	$26.5M	Buy	427,663 +57,613	+16%	+$4.05M	32.4%	1
2019 Q4	$27.6M	Buy	+370,050	New	+$27.6M	28.61%	1

Other funds holding EFAV

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Hilltop Wealth Advisors's EFAV Position: Q1 2022 in Review

Hilltop Wealth Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 3,814 shares — an estimated $293K sold.

Hilltop Wealth Advisors first reported a position in EFAV in Q4 2019 and held it in 9 quarters. The position peaked at $27.6M in Q4 2019. 545 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Hilltop Wealth Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Hilltop Wealth Advisors sold 3,814 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $293K.
Hilltop Wealth Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2019 and held it in 9 quarters.
Hilltop Wealth Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $27.6M in Q4 2019.
545 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.