Ironwood Financial’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Ironwood Financial’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	-109	Closed	-$8K	–	233
2021 Q3	$8K	Hold	109	–	–	﹤0.01%	386
2021 Q2	$8K	Hold	109	–	–	﹤0.01%	384
2021 Q1	$8K	Buy	109 +17	+18%	+$1.25K	﹤0.01%	357
2020 Q4	$7K	Hold	92	–	–	﹤0.01%	348
2020 Q3	$6K	Buy	92 +75	+441%	+$5.11K	﹤0.01%	305
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	383
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	333
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	362
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	365
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	363
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	357
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	352
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	347
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	269
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	245
2017 Q4	$1K	Hold	17	–	–	﹤0.01%	247
2017 Q3	$1K	Hold	17	–	–	﹤0.01%	253
2017 Q2	$1K	Hold	17	–	–	﹤0.01%	252
2017 Q1	$1K	Hold	17	–	–	﹤0.01%	253
2016 Q4	$1K	Hold	17	–	–	﹤0.01%	256
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	258
2016 Q2	$1K	Buy	+17	New	+$1.14K	﹤0.01%	262

Other funds holding EFAV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ironwood Financial's EFAV Position: Q4 2021 in Review

Ironwood Financial sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2021, closing a stake of 109 shares — an estimated $8K sold.

Ironwood Financial first reported a position in EFAV in Q2 2016 and held it in 22 quarters. The position peaked at $8K in Q3 2021. 577 funds tracked by Wall St. Rank hold EFAV as of Q4 2021.

Ironwood Financial reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 109 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2021, an estimated $8K.
Ironwood Financial first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q2 2016 and held it in 22 quarters.
Ironwood Financial's iShares MSCI EAFE Min Vol Factor ETF position peaked at $8K in Q3 2021.
577 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.