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Interchange Capital Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Interchange Capital Partners’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
Q3 		– Sell
-44,442
Closed -$2.81M – 155
2022
Q2 		$2.81M Buy
+44,442
New +$2.99M 3.16% 3

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Fidelity Investments
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Interchange Capital Partners's EFAV Position: Q3 2022 in Review

Interchange Capital Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q3 2022, closing a stake of 44,442 shares — an estimated $2.81M sold.

Interchange Capital Partners first reported a position in EFAV in Q2 2022 and held it in 1 quarter. The position peaked at $2.81M in Q2 2022. 467 funds tracked by Wall St. Rank hold EFAV as of Q3 2022.

  • Interchange Capital Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Interchange Capital Partners sold 44,442 iShares MSCI EAFE Min Vol Factor ETF shares in Q3 2022, an estimated $2.81M.
  • Interchange Capital Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2022 and held it in 1 quarter.
  • Interchange Capital Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $2.81M in Q2 2022.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2022.

Based on Interchange Capital Partners's 13F filing for Q3 2022, filed 7 Nov 2022.