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IronBridge Private Wealth’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

IronBridge Private Wealth’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
Q4 		– Sell
-140
Closed -$11K – 300
2021
Q3 		$11K Hold
140
– – 0.01% 137
2021
Q2 		$11K Hold
140
– – 0.01% 146
2021
Q1 		$10K Hold
140
– – 0.01% 155
2020
Q4 		$10K Buy
+140
New +$9.86K 0.01% 142

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

IronBridge Private Wealth's EFAV Position: Q4 2021 in Review

IronBridge Private Wealth sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 140 shares — an estimated $11K sold.

IronBridge Private Wealth first reported a position in EFAV in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 576 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

  • IronBridge Private Wealth reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 140 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $11K.
  • IronBridge Private Wealth first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2020 and held it in 4 quarters.
  • IronBridge Private Wealth's iShares MSCI EAFE Min Vol Factor ETF position peaked at $11K in Q3 2021.
  • 576 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.