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Ironsides Asset Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ironsides Asset 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
Q4 		– Sell
-30,279
Closed -$1.92M – 93
2022
Q3 		$1.92M Hold
30,279
– – 0.86% 15
2022
Q2 		$1.92M Buy
+30,279
New +$2.03M 0.73% 16
2018
Q4 		– Sell
-4,730
Closed -$344K – 89
2018
Q3 		$344K Hold
4,730
– – 0.1% 85
2018
Q2 		$336K Hold
4,730
– – 0.12% 86
2018
Q1 		$349K Sell
4,730
-11,575
-71% -$854K 0.13% 75
2017
Q4 		$1.19M Hold
16,305
– – 0.46% 31
2017
Q3 		$1.16M Hold
16,305
– – 0.48% 33
2017
Q2 		$1.13M Sell
16,305
-16,465
-50% -$1.13M 0.49% 30
2017
Q1 		$2.16M Sell
32,770
-83,005
-72% -$5.31M 0.95% 17
2016
Q4 		$7.09M Buy
115,775
+21,197
+22% +$1.34M 1.94% 7
2016
Q3 		$6.4M Buy
94,578
+13,005
+16% +$875K 1.73% 8
2016
Q2 		$5.42M Sell
81,573
-34,294
-30% -$2.29M 1.66% 10
2016
Q1 		$7.7M Buy
115,867
+8,428
+8% +$536K 1.92% 7
2015
Q4 		$6.97M Buy
107,439
+8,207
+8% +$535K 1.86% 8
2015
Q3 		$6.19M Buy
99,232
+10,476
+12% +$682K 1.73% 10
2015
Q2 		$5.79M Buy
88,756
+1,120
+1% +$76K 1.64% 12
2015
Q1 		$5.77M Buy
87,636
+30,065
+52% +$1.95M 1.57% 11
2014
Q4 		$3.55M Buy
+57,571
New +$3.6M 0.98% 19

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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 $2.78B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ironsides Asset Advisors's EFAV Position: Q4 2022 in Review

Ironsides Asset Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2022, closing a stake of 30,279 shares — an estimated $1.92M sold.

Ironsides Asset Advisors first reported a position in EFAV in Q4 2014 and held it in 18 quarters. The position peaked at $7.7M in Q1 2016. 481 funds tracked by Wall St. Rank hold EFAV as of Q4 2022.

  • Ironsides Asset Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Ironsides Asset Advisors sold 30,279 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2022, an estimated $1.92M.
  • Ironsides Asset Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2014 and held it in 18 quarters.
  • Ironsides Asset Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $7.7M in Q1 2016.
  • 481 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2022.

Based on Ironsides Asset Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.