Horst & Graben Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Horst & Graben 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
2023 Q3	–	Sell	-3,117	Closed	-$210K	–	139
2023 Q2	$210K	Buy	3,117 +60	+2%	+$4.14K	0.05%	122
2023 Q1	$207K	Buy	+3,057	New	+$201K	0.05%	124
2022 Q2	–	Sell	-2,980	Closed	-$215K	–	135
2022 Q1	$215K	Hold	2,980	–	–	0.05%	126
2021 Q4	$229K	Buy	2,980 +25	+0.8%	+$1.91K	0.06%	125
2021 Q3	$223K	Hold	2,955	–	–	0.06%	121
2021 Q2	$223K	Buy	+2,955	New	+$223K	0.06%	121

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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

Horst & Graben Wealth Management's EFAV Position: Q3 2023 in Review

Horst & Graben Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2023, closing a stake of 3,117 shares — an estimated $210K sold.

Horst & Graben Wealth Management first reported a position in EFAV in Q2 2021 and held it in 6 quarters. The position peaked at $229K in Q4 2021. 470 funds tracked by Wall St. Rank hold EFAV as of Q3 2023.

Horst & Graben Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2023 after selling out during the quarter.
Horst & Graben Wealth Management sold 3,117 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2023, an estimated $210K.
Horst & Graben Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2021 and held it in 6 quarters.
Horst & Graben Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $229K in Q4 2021.
470 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2023.

Based on Horst & Graben Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.