Institute for Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Institute for 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
2022 Q1	–	Sell	-2,743	Closed	-$211K	–	547
2021 Q4	$211K	Sell	2,743 -280	-9%	-$21.3K	0.03%	462
2021 Q3	$228K	Sell	3,023 -25	-0.8%	-$1.94K	0.04%	438
2021 Q2	$230K	Sell	3,048 -5	-0.2%	-$377	0.04%	432
2021 Q1	$223K	Sell	3,053 -373	-11%	-$27.4K	0.04%	419
2020 Q4	$252K	Sell	3,426 -640	-16%	-$45.1K	0.05%	383
2020 Q3	$277K	Sell	4,066 -234	-5%	-$15.9K	0.06%	333
2020 Q2	$284K	Buy	+4,300	New	+$279K	0.07%	329
2020 Q1	–	Sell	-302	Closed	-$23K	–	447
2019 Q4	$23K	Buy	+302	New	+$22.5K	0.01%	557
2019 Q3	–	Sell	-9,493	Closed	-$690K	–	438
2019 Q2	$690K	Buy	+9,493	New	+$683K	0.15%	205

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Institute for Wealth Management's EFAV Position: Q1 2022 in Review

Institute for Wealth Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2022, closing a stake of 2,743 shares — an estimated $211K sold.

Institute for Wealth Management first reported a position in EFAV in Q2 2019 and held it in 9 quarters. The position peaked at $690K in Q2 2019. 546 funds tracked by Wall St. Rank hold EFAV as of Q1 2022.

Institute for Wealth Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2022 after selling out during the quarter.
Institute for Wealth Management sold 2,743 iShares MSCI EAFE Min Vol Factor ETF shares in Q1 2022, an estimated $211K.
Institute for Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2019 and held it in 9 quarters.
Institute for Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $690K in Q2 2019.
546 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2022.

Based on Institute for Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.